CWM

Cedar Wealth Management Portfolio holdings

AUM $295M
1-Year Est. Return 16.84%
This Quarter Est. Return
1 Year Est. Return
+16.84%
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
Energy Select Sector SPDR Fund
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
1
$58.6M 21.18%
202,081
-8,361
2
$34.3M 12.42%
1,256,921
-133,375
3
$22.3M 8.06%
786,750
-793
4
$21.6M 7.82%
206,205
-837
5
$21M 7.59%
420,427
+55,229
6
$16.9M 6.1%
140,266
-5,558
7
$15.2M 5.49%
144,657
-109
8
$10.5M 3.78%
302,298
9
$6.37M 2.3%
95,060
+15,428
10
$6.15M 2.22%
117,624
-13,635
11
$5.02M 1.81%
15,009
-100
12
$4.23M 1.53%
66,594
-80
13
$3.32M 1.2%
15,117
-1,965
14
$3.26M 1.18%
6,044
+318
15
$2.94M 1.06%
49,293
16
$2.21M 0.8%
11,677
+218
17
$1.76M 0.64%
4,183
-1,132
18
$1.76M 0.64%
26,231
19
$1.69M 0.61%
+91,441
20
$1.69M 0.61%
6,745
-1,056
21
$1.56M 0.56%
28,582
-448
22
$1.55M 0.56%
32,440
23
$1.49M 0.54%
36,628
-53,510
24
$1.48M 0.54%
11,050
+5,860
25
$1.38M 0.5%
4,784
1
2 3 4 5