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
151
$5.99K ﹤0.01%
+121
152
$5.81K ﹤0.01%
69
153
$5.75K ﹤0.01%
24
-513
154
$5.08K ﹤0.01%
12
155
$4.74K ﹤0.01%
21
-389
156
$4.65K ﹤0.01%
144
157
$4.62K ﹤0.01%
105
158
$4.42K ﹤0.01%
68
159
$4.29K ﹤0.01%
48
160
$3.8K ﹤0.01%
15
161
$3.65K ﹤0.01%
24
162
$3.64K ﹤0.01%
420
163
$3.38K ﹤0.01%
18
-81
164
$3.36K ﹤0.01%
30
-314
165
$3.07K ﹤0.01%
22
166
$3.04K ﹤0.01%
6
167
$2.8K ﹤0.01%
33
168
$2.57K ﹤0.01%
21
169
$2.52K ﹤0.01%
32
-560
170
$2.47K ﹤0.01%
55
171
$2.21K ﹤0.01%
10
172
$2.05K ﹤0.01%
6
-200
173
$2.04K ﹤0.01%
28
174
$2.01K ﹤0.01%
9
175
$1.99K ﹤0.01%
4
5 6
7
8 9