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
276
$38.4K 0.01%
76
+22
277
$38.4K 0.01%
1,241
-554
278
$38K 0.01%
115
279
$37.4K 0.01%
218
+50
280
$36.2K 0.01%
825
281
$35.9K 0.01%
2,211
282
$35K 0.01%
592
+7
283
$32.8K 0.01%
1,156
-787
284
$32.7K 0.01%
109
285
$32.5K 0.01%
561
286
$32K 0.01%
699
287
$31.5K 0.01%
340
288
$31.5K 0.01%
1,089
-179
289
$31.3K 0.01%
356
290
$31K 0.01%
788
291
$30.7K 0.01%
+1,592
292
$30.4K 0.01%
223
293
$29.6K 0.01%
1,354
294
$29.4K 0.01%
752
+37
295
$29.2K 0.01%
709
+1
296
$28.4K 0.01%
2,267
297
$27.8K 0.01%
153
298
$27.8K 0.01%
624
299
$27.3K 0.01%
269
300
$27.2K 0.01%
129
10 11
12
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