Cedar Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.89M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
+$2.86M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.51M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.98M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
+$1.49M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Philip Morris
PM
|
+$5.18M |
| 2 |
Altria Group
MO
|
+$2.27M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.98M |
| 4 |
FlexShares Quality Dividend Index Fund
QDF
|
+$606K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$568K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 28.13% |
| 2 | Communication Services | 1.72% |
| 3 | Technology | 1.53% |
| 4 | Healthcare | 1.47% |
| 5 | Materials | 1.2% |
Similar funds
Cedar Wealth Management's Q1 2020 Portfolio in Review
As of Q1 2020, Cedar Wealth Management held 240 positions worth $148M, down 12% from $169M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
Cedar Wealth Management deployed $16.9M of net new capital in Q1 2020, opening 72 new positions and adding to 71 existing holdings. Its largest new stake was iShares MSCI USA Min Vol Factor ETF: 77,030 shares worth $4.16M.
By sector, the portfolio is most concentrated in Consumer Staples at 28% of assets, down from 34% a quarter earlier, followed by Communication Services and Technology.
On the sell side, the largest reduction was Philip Morris, an estimated $5.18M trimmed.
- Cedar Wealth Management's largest Q1 2020 buy was iShares MSCI USA Min Vol Factor ETF: 77,030 shares worth $4.16M.
- Cedar Wealth Management added most to Schwab US Dividend Equity ETF in Q1 2020, an estimated $1.98M increase.
- Cedar Wealth Management's biggest Q1 2020 reduction was Philip Morris, cutting an estimated $5.18M.
- Cedar Wealth Management fully exited Jefferies Financial Group in Q1 2020, selling an estimated $44K.
- Cedar Wealth Management's ten largest holdings make up 70% of its $148M portfolio in Q1 2020.
- Cedar Wealth Management opened 72 new positions and closed 15 in Q1 2020.
- Cedar Wealth Management's portfolio value fell 12% quarter-over-quarter to $148M.
Based on Cedar Wealth Management's 13F filing for Q1 2020, filed 1 May 2020.