CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
1-Year Return
9.48%
This Quarter Return
+1.86%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$343M
AUM Growth
–
Cap. Flow
+$343M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.95%
Holding
615
New
615
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$19.4M |
| 2 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$17.5M |
| 3 |
Vanguard Total Bond Market
BND
|
+$17.4M |
| 4 |
Vanguard Value ETF
VTV
|
+$15.8M |
| 5 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$13.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 3.19% |
| 2 | Technology | 1.94% |
| 3 | Healthcare | 1.16% |
| 4 | Consumer Staples | 0.89% |
| 5 | Financials | 0.61% |
