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
126
$21.9K 0.01%
260
127
$21.1K 0.01%
217
128
$20.9K 0.01%
992
129
$20.7K 0.01%
167
130
$19.2K 0.01%
37
-12
131
$18.5K 0.01%
261
132
$17K 0.01%
10
133
$16.7K 0.01%
148
134
$14.8K 0.01%
160
-310
135
$13.9K 0.01%
22
136
$13.8K 0.01%
70
137
$13.1K ﹤0.01%
148
-20
138
$12.5K ﹤0.01%
375
139
$12.1K ﹤0.01%
290
140
$11.7K ﹤0.01%
100
141
$10.8K ﹤0.01%
225
142
$10.6K ﹤0.01%
20
143
$8.87K ﹤0.01%
7
144
$8.79K ﹤0.01%
2,483
-265
145
$8.58K ﹤0.01%
40
146
$7.89K ﹤0.01%
167
147
$7.76K ﹤0.01%
21
148
$7.54K ﹤0.01%
12
149
$6.49K ﹤0.01%
36
-36
150
$6.33K ﹤0.01%
18
4 5
6
7 8