CDW (CDW) Stock Concentration Calculator
Calculator · free · no signup · CDWQuantify CDW concentration risk. Drawdown impact at 30 / 50 / 70%, with the tax-aware trade-off between selling down and hedging.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your inputs
Adjust — results update instantly.Position & portfolio
Tax
Most fee-only advisors target ≤10% in any single name. You're at 67%.
Estimates only. Not financial advice.
Most sensitive to: Expected market return (±10% on this input swings best-plan wealth by ±$190,508).
Cost of fully de-concentrating
All three plans sell to 0% (no hedge).Sensitivity. If your expected position return drops below 19.6%/yr, lump-sum (sell everything today) beats every spread plan above.
Have multiple RSU vest lots? The RSU Lot Order Calculator picks which lots to sell first, and on which dates, to divest at the lowest computed tax.
Build your own plan
Toggle below — chart updates live. Sell buttons show the slice.Tech / Software single names hit a 50%+ peak-to-trough drawdown in roughly 1 of every 5 rolling 3-year windows over 2014–2024. Even mega-caps aren’t exempt.
Tax brackets: 2026 · Estimates only — not financial advice.
Estate note. Heirs receive a stepped-up basis at death (§1014), eliminating built-in gain on inherited shares. Older holders who plan to bequeath rather than sell may rationally never de-concentrate.
You sized one position's risk. The beta integrates hedging, sell-down, and tax timing into one optimized plan.
Request beta access →Related calculators: Protect Your Stock Calculator · RSU Lot Order Calculator · Equity Funding Plan Calculator
About CDW
CDW (CDW) is a public IT Services company, incorporated in Delaware and headquartered in Vernon Hills, IL.
Last close: $134.97 per share (as of 2026-08-18).
Equity grants at CDW typically include restricted stock units (RSUs).
CDW Corporation is an American multi-brand provider of information technology services, serving business, government, education, and healthcare sectors across the United States, the United Kingdom, and Canada. Headquartered in Vernon Hills, Illinois, CDW is a Fortune 500 and generated $21 billion in annual net sales in 2023.
Source: Wikipedia (CC BY-SA 4.0)
Michael Krasny started the business in 1984 selling used computers through classified ads in Chicago, and it grew into one of the largest resellers of technology to mid-market and public-sector buyers in North America. The model is distribution rather than manufacturing: account managers sit between thousands of hardware and software vendors and customers who lack the procurement staff to negotiate directly, and the margin comes from services attached to the resale. Public-sector and healthcare contracts smooth the corporate IT cycle. Gross profit per account manager is the metric management steers by. Headquarters are in Vernon Hills, Illinois.
Sources: sec.gov · en.wikipedia.org
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by CDW.
If a meaningful share of your net worth sits in CDW, concentration risk is the question. This calculator quantifies drawdown impact at 30 / 50 / 70%, and the trade-off between selling down (tax cost now) versus hedging (option premium drag), auto-filled with CDW's option-implied volatility.
Example: 5,000 CDW shares at $134.97 is a $674,850 position. A 30% drawdown costs $202,455; a 50% drawdown costs $337,425; a 70% drawdown costs $472,395. The calculator quantifies the trade-off between selling down (immediate capital-gains tax) and hedging (option premium drag) using CDW's option-implied volatility and your cost basis.
All CDW tools → · Use the generic Stock Concentration Calculator for any company. Diversifying multiple RSU lots? See the lot-by-lot sell order →
CDW equity questions
- How much CDW stock is too much?
- There is no single threshold, but the larger the share of your net worth in one stock, the more a single bad year can set back your plans. The calculator above quantifies the drawdown impact at 30, 50, and 70 percent for your CDW position and weighs selling down (which triggers capital-gains tax now) against hedging (which costs option premium).
- Does CDW grant ISOs, NSOs, or RSUs?
- Equity compensation at CDW typically takes the form of restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
One piece of the puzzle.
OptionsAhoy plans your CDW equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.