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
$422M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.16%
2 Industrials 1.91%
3 Healthcare 1.14%
4 Financials 0.75%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$55.2K 0.01%
241
252
$53.9K 0.01%
317
+15
253
$52.7K 0.01%
548
254
$52.4K 0.01%
1,013
255
$52.1K 0.01%
2,317
+460
256
$52.1K 0.01%
600
257
$50.4K 0.01%
883
258
$49.7K 0.01%
196
259
$48.4K 0.01%
2,416
+824
260
$48K 0.01%
76
261
$47.7K 0.01%
833
262
$47.5K 0.01%
881
263
$47.2K 0.01%
3,210
+18
264
$47K 0.01%
2,006
265
$46K 0.01%
168
266
$45.7K 0.01%
251
267
$44.8K 0.01%
1,019
268
$43.7K 0.01%
445
269
$43.3K 0.01%
214
270
$43.1K 0.01%
218
271
$42K 0.01%
1,118
272
$41.8K 0.01%
212
273
$39.9K 0.01%
1,210
274
$39.8K 0.01%
115
275
$39.6K 0.01%
1,685