CTWM

Cherry Tree Wealth Management Portfolio holdings

AUM $430M
1-Year Est. Return 9.48%
This Quarter Est. Return
1 Year Est. Return
+9.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$499K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$776K
2
+$677K
3
+$665K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$582K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$458K

Top Sells

1
+$670K
2
+$601K
3
+$425K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$416K
5
EMR icon
Emerson Electric
EMR
+$200K

Sector Composition

1 Technology 2.3%
2 Industrials 2.04%
3 Healthcare 1.16%
4 Consumer Staples 0.72%
5 Financials 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$77.1K 0.02%
3,458
227
$76.6K 0.02%
1,215
228
$76.5K 0.02%
764
-287
229
$76.1K 0.02%
1,289
230
$71.1K 0.02%
1,500
231
$70.8K 0.02%
1,491
+11
232
$70.6K 0.02%
69
233
$70.3K 0.02%
498
-97
234
$68.7K 0.02%
3,216
+2,589
235
$68.2K 0.02%
2,567
236
$68K 0.02%
733
237
$67.3K 0.02%
313
238
$66.5K 0.02%
2,937
+1,601
239
$65.7K 0.02%
3,292
+2,440
240
$65K 0.02%
1,002
241
$63.4K 0.02%
162
242
$61K 0.02%
2,527
-204
243
$60.2K 0.02%
302
-5
244
$60.1K 0.02%
600
245
$59K 0.01%
277
246
$57.9K 0.01%
1,000
247
$56.5K 0.01%
1,078
+279
248
$54.2K 0.01%
1,440
249
$52.9K 0.01%
2,274
250
$50.5K 0.01%
214
8 9
10
11 12