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
251
$49.8K 0.01%
760
-24
252
$48.6K 0.01%
241
-23
253
$47K 0.01%
883
254
$45.3K 0.01%
2,006
255
$44.7K 0.01%
881
256
$44.1K 0.01%
1,019
257
$44K 0.01%
571
258
$43.2K 0.01%
168
-83
259
$43K 0.01%
548
+27
260
$42.5K 0.01%
3,192
+71
261
$42.4K 0.01%
251
262
$42.1K 0.01%
1,013
263
$41.7K 0.01%
75
+20
264
$41.6K 0.01%
833
+10
265
$40.8K 0.01%
445
266
$40.7K 0.01%
196
+108
267
$40.5K 0.01%
1,857
+1,400
268
$40.2K 0.01%
68
-5
269
$39.8K 0.01%
454
270
$39.7K 0.01%
186
271
$39.6K 0.01%
1,685
272
$39.6K 0.01%
1,711
273
$39.2K 0.01%
1,118
274
$38.8K 0.01%
1,210
275
$38.6K 0.01%
212
9 10
11
12 13