Cedar Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$12.6M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$6.57M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.2M |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$1.2M |
| 5 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.16M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$6.75M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$6.72M |
| 3 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$5.35M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$3.04M |
| 5 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$1.77M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 18.13% |
| 2 | Consumer Discretionary | 2.56% |
| 3 | Technology | 2.4% |
| 4 | Healthcare | 1.98% |
| 5 | Financials | 1.94% |
Similar funds
Cedar Wealth Management's Q4 2022 Portfolio in Review
As of Q4 2022, Cedar Wealth Management held 346 positions worth $203M, up 0.66% from $201M the previous quarter. Its ten largest holdings account for 65% of the portfolio.
Cedar Wealth Management withdrew a net $16.7M in Q4 2022, closing 46 positions and reducing 73 holdings. Its most notable exit was Dimensional US Core Equity 2 ETF, an estimated $6.72M position sold in full.
By sector, the portfolio is most concentrated in Consumer Staples at 18% of assets, up from 16% a quarter earlier, followed by Consumer Discretionary and Technology.
Against the trend, Cedar Wealth Management opened a new position in Schwab Short-Term US Treasury ETF worth $6.57M.
- Cedar Wealth Management's largest Q4 2022 buy was Schwab Short-Term US Treasury ETF: 272,538 shares worth $6.57M.
- Cedar Wealth Management added most to Schwab US Dividend Equity ETF in Q4 2022, an estimated $12.6M increase.
- Cedar Wealth Management's biggest Q4 2022 reduction was Vanguard Total Stock Market ETF, cutting an estimated $6.75M.
- Cedar Wealth Management fully exited Dimensional US Core Equity 2 ETF in Q4 2022, selling an estimated $6.72M.
- Cedar Wealth Management's ten largest holdings make up 65% of its $203M portfolio in Q4 2022.
- Cedar Wealth Management opened 8 new positions and closed 46 in Q4 2022.
- Cedar Wealth Management's portfolio value rose 0.66% quarter-over-quarter to $203M.
Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.