Cedar Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Europe ETF
VGK
|
+$1.13M |
| 2 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$944K |
| 3 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$935K |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
+$854K |
| 5 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$805K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$14.9M |
| 2 |
Vanguard Total International Stock ETF
VXUS
|
+$3.58M |
| 3 |
Philip Morris
PM
|
+$552K |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$538K |
| 5 |
Schwab Fundamental International Small Company Index ETF
FNDC
|
+$536K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 27% |
| 2 | Healthcare | 1.6% |
| 3 | Technology | 1.6% |
| 4 | Communication Services | 1.54% |
| 5 | Financials | 1.29% |
Similar funds
Cedar Wealth Management's Q2 2020 Portfolio in Review
As of Q2 2020, Cedar Wealth Management held 246 positions worth $148M, up 0.17% from $148M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Cedar Wealth Management withdrew a net $18M in Q2 2020, closing 28 positions and reducing 62 holdings. Its most notable exit was GE Aerospace, an estimated $238K position sold in full.
By sector, the portfolio is most concentrated in Consumer Staples at 27% of assets, down from 28% a quarter earlier, followed by Healthcare and Technology.
Against the trend, Cedar Wealth Management opened a new position in Vanguard FTSE Europe ETF worth $1.2M.
- Cedar Wealth Management's largest Q2 2020 buy was Vanguard FTSE Europe ETF: 23,907 shares worth $1.2M.
- Cedar Wealth Management added most to iShares Core Dividend Growth ETF in Q2 2020, an estimated $854K increase.
- Cedar Wealth Management's biggest Q2 2020 reduction was Vanguard Total Stock Market ETF, cutting an estimated $14.9M.
- Cedar Wealth Management fully exited GE Aerospace in Q2 2020, selling an estimated $238K.
- Cedar Wealth Management's ten largest holdings make up 65% of its $148M portfolio in Q2 2020.
- Cedar Wealth Management opened 21 new positions and closed 28 in Q2 2020.
- Cedar Wealth Management's portfolio value rose 0.17% quarter-over-quarter to $148M.
Based on Cedar Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.