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
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.64%
2 Technology 1.97%
3 Healthcare 1.18%
4 Consumer Staples 0.76%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$34.1K 0.01%
223
277
$33.7K 0.01%
585
278
$32.7K 0.01%
+240
279
$32.5K 0.01%
699
280
$32.3K 0.01%
788
281
$31.9K 0.01%
340
282
$31.6K 0.01%
109
283
$31.3K 0.01%
561
284
$31K 0.01%
715
-138
285
$30.6K 0.01%
168
286
$30.3K 0.01%
1,336
287
$30.1K 0.01%
2,267
288
$30.1K 0.01%
356
289
$30K 0.01%
54
-27
290
$29.8K 0.01%
1,354
291
$29.7K 0.01%
708
292
$29.5K 0.01%
153
293
$28.3K 0.01%
624
294
$28K 0.01%
246
+10
295
$27.8K 0.01%
55
+4
296
$27.2K 0.01%
381
+237
297
$27K 0.01%
+430
298
$26.6K 0.01%
129
299
$26.3K 0.01%
623
300
$26.2K 0.01%
600