CWM
Cedar Wealth Management Portfolio holdings
AUM
$295M
1-Year Est. Return
16.84%
1 Year Est. Return
+16.84%
AUM
$281M
AUM Growth
+$4.54M
(+1.6%)
Holding
205
Top Buys
| 1 | +$2.36M | |
| 2 | +$2.11M | |
| 3 | +$1.48M | |
| 4 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
+$1.2M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.01M |
Top Sells
| 1 | +$1.69M | |
| 2 | +$1.16M | |
| 3 | +$1.09M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$766K |
| 5 |
Alibaba
BABA
|
+$660K |
Sector Composition
| 1 | Consumer Staples | 11.11% |
| 2 | Technology | 2.7% |
| 3 | Consumer Discretionary | 2.05% |
| 4 | Materials | 1.35% |
| 5 | Communication Services | 1.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NIE
201
Virtus Equity & Convertible Income Fund
NIE
$700M
| – | – |
-79
|
|
||
202
Okta
OKTA
$15.4B
| – | – |
-32
|
|
||
203
Cambria Tail Risk ETF
TAIL
$102M
| – | – |
-54,675
|
|
||
|
204
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| – | – |
-15,827
|
|
||
205
Verizon
VZ
$171B
| – | – |
-1,000
|
|