CTWM

Cherry Tree Wealth Management Portfolio holdings

AUM $456M
1-Year Est. Return 8%
This Quarter Est. Return
1 Year Est. Return
+8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$33.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.39M
3
+$2.34M
4
IBDS icon
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
+$2M
5
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$1.32M

Top Sells

1
+$1.85M
2
+$1.65M
3
+$1.01M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$721K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$607K

Sector Composition

1 Industrials 2.98%
2 Technology 1.91%
3 Healthcare 1.16%
4 Consumer Staples 0.73%
5 Financials 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31.1K 0.01%
1,175
277
$30.5K 0.01%
+1,336
278
$30.5K 0.01%
2,211
279
$30.4K 0.01%
51
280
$29.3K 0.01%
1,354
281
$29K 0.01%
340
282
$28.5K 0.01%
356
283
$28.3K 0.01%
624
284
$27.6K 0.01%
2,267
285
$27.6K 0.01%
109
286
$27K 0.01%
623
287
$26.7K 0.01%
708
-167
288
$26K 0.01%
168
289
$26K 0.01%
236
-211
290
$25.3K 0.01%
269
291
$24.4K 0.01%
129
292
$23.9K 0.01%
125
293
$23.7K 0.01%
489
-478
294
$22.8K 0.01%
713
295
$22.8K 0.01%
45
296
$22.7K 0.01%
534
297
$22.5K 0.01%
250
298
$22.5K 0.01%
334
299
$22.1K 0.01%
600
300
$21.9K 0.01%
270
10 11
12
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