Cedar Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$7.91M |
| 2 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$7.66M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$7.47M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$6.74M |
| 5 |
Invesco S&P International Developed Quality ETF
IDHQ
|
+$4.44M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
+$2.27M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.68M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$1.53M |
| 4 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
+$1.24M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
+$1.04M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 14.13% |
| 2 | Technology | 2.54% |
| 3 | Consumer Discretionary | 1.93% |
| 4 | Financials | 1.63% |
| 5 | Communication Services | 1.45% |
Similar funds
Cedar Wealth Management's Q1 2023 Portfolio in Review
As of Q1 2023, Cedar Wealth Management held 317 positions worth $244M, up 21% from $203M the previous quarter. Its ten largest holdings account for 64% of the portfolio.
Cedar Wealth Management deployed $34.7M of net new capital in Q1 2023, opening 17 new positions and adding to 54 existing holdings. Its largest new stake was Dimensional US Core Equity 2 ETF: 302,298 shares worth $7.7M.
By sector, the portfolio is most concentrated in Consumer Staples at 14% of assets, down from 18% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was iShares Core Dividend Growth ETF, an estimated $2.27M trimmed.
- Cedar Wealth Management's largest Q1 2023 buy was Dimensional US Core Equity 2 ETF: 302,298 shares worth $7.7M.
- Cedar Wealth Management added most to Vanguard Total Stock Market ETF in Q1 2023, an estimated $7.91M increase.
- Cedar Wealth Management's biggest Q1 2023 reduction was iShares Core Dividend Growth ETF, cutting an estimated $2.27M.
- Cedar Wealth Management fully exited Pinduoduo in Q1 2023, selling an estimated $223K.
- Cedar Wealth Management's ten largest holdings make up 64% of its $244M portfolio in Q1 2023.
- Cedar Wealth Management opened 17 new positions and closed 17 in Q1 2023.
- Cedar Wealth Management's portfolio value rose 21% quarter-over-quarter to $244M.
Based on Cedar Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.