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
101
$58K 0.02%
357
102
$57.9K 0.02%
326
-665
103
$57K 0.02%
2,081
104
$55.1K 0.02%
456
105
$54.3K 0.02%
1,300
106
$51.7K 0.02%
500
107
$51.1K 0.02%
4,429
108
$48.9K 0.02%
167
109
$43.1K 0.02%
+42
110
$41.7K 0.02%
180
-60
111
$40K 0.01%
1,000
-1,743
112
$38.6K 0.01%
509
113
$36.1K 0.01%
754
-392
114
$36K 0.01%
628
-178
115
$35K 0.01%
534
116
$33.9K 0.01%
+470
117
$32.7K 0.01%
590
118
$31K 0.01%
208
119
$30.5K 0.01%
489
-273
120
$27.9K 0.01%
3,940
121
$26.5K 0.01%
51
122
$23.4K 0.01%
167
123
$22.9K 0.01%
674
-350
124
$22.9K 0.01%
120
-54
125
$22.4K 0.01%
1,117
-377
3 4
5
6 7