CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
1-Year Return
9.48%
This Quarter Return
+7.37%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$374M
AUM Growth
+$33.1M
(+9.7%)
Cap. Flow
+$8.86M
Cap. Flow
% of AUM
2.37%
Top 10 Holdings %
Top 10 Hldgs %
38.15%
Holding
609
New
24
Increased
79
Reduced
107
Closed
17
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 2.98% |
| 2 | Technology | 1.91% |
| 3 | Healthcare | 1.16% |
| 4 | Consumer Staples | 0.73% |
| 5 | Financials | 0.64% |
