CWM

Cedar Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 17.06%
This Quarter Est. Return
1 Year Est. Return
+17.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$277M
AUM Growth
-$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.69M
3
+$1.03M
4
NVDA icon
NVIDIA
NVDA
+$787K
5
TAIL icon
Cambria Tail Risk ETF
TAIL
+$612K

Top Sells

1
+$3.64M
2
+$2.85M
3
+$2.82M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.42M

Sector Composition

1 Consumer Staples 9.74%
2 Technology 2.79%
3 Consumer Discretionary 2.69%
4 Communication Services 1.37%
5 Financials 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$196K 0.07%
9,759
77
$184K 0.07%
7,963
+284
78
$178K 0.06%
2,228
-413
79
$152K 0.06%
5,738
+79
80
$140K 0.05%
36,632
-20,000
81
$130K 0.05%
142
82
$126K 0.05%
28,173
-4,629
83
$126K 0.05%
1,264
84
$119K 0.04%
1,567
85
$117K 0.04%
4,709
86
$113K 0.04%
965
87
$107K 0.04%
5,022
-500
88
$96.8K 0.04%
1,124
-8
89
$94.2K 0.03%
4,302
90
$88K 0.03%
226
-258
91
$82.6K 0.03%
141
-580
92
$78.4K 0.03%
1,780
93
$77.8K 0.03%
1,610
94
$76.6K 0.03%
37,935
95
$67.3K 0.02%
250
96
$65.4K 0.02%
487
97
$62.5K 0.02%
187
-1,529
98
$62.1K 0.02%
187
-44
99
$61.3K 0.02%
678
100
$59.5K 0.02%
801
2 3
4
5 6