CWM

Cedar Wealth Management Portfolio holdings

AUM $334M
1-Year Est. Return 20.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.43%
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
+$2.72M
2
+$1.76M
3
+$1.05M
4
NVDA icon
NVIDIA
NVDA
+$808K
5
TAIL icon
Cambria Tail Risk ETF
TAIL
+$628K

Top Sells

1
+$3.79M
2
+$2.85M
3
+$2.82M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.75M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.44M

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
176
$1.95K ﹤0.01%
79
177
$1.77K ﹤0.01%
16
178
$1.77K ﹤0.01%
183
179
$1.77K ﹤0.01%
8
180
$1.71K ﹤0.01%
40
-60,450
181
$1.46K ﹤0.01%
6
182
$1.41K ﹤0.01%
12
183
$1.29K ﹤0.01%
12
-1,499
184
$1.14K ﹤0.01%
33
185
$1.02K ﹤0.01%
13
-1
186
$969 ﹤0.01%
14
187
$964 ﹤0.01%
14
188
$887 ﹤0.01%
100
189
$828 ﹤0.01%
22
190
$671 ﹤0.01%
4
191
$557 ﹤0.01%
5
-5
192
$430 ﹤0.01%
6
193
– –
-4,248
194
– –
-996
195
– –
-6,122
196
– –
-18,420
197
– –
-230
198
– –
-58,829
199
– –
-350
200
– –
-4,855
6 7
8
9 10