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
$415M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Sells

1 +$4.09M
2 +$441K
3 +$428K
4
KMI icon
Kinder Morgan
KMI
+$271K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$221K

Sector Composition

1 Industrials 2.13%
2 Technology 1.98%
3 Financials 1.46%
4 Healthcare 1.13%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$38.3K 0.01%
250
277
$38.1K 0.01%
262
+47
278
$36.8K 0.01%
220
+74
279
$36.5K 0.01%
454
280
$36.2K 0.01%
825
281
$36.1K 0.01%
356
282
$36.1K 0.01%
917
283
$35.9K 0.01%
1,210
284
$35.9K 0.01%
119
+43
285
$35.6K 0.01%
1,685
286
$35.5K 0.01%
+106
287
$35.2K 0.01%
600
288
$35K 0.01%
516
-248
289
$33.8K 0.01%
1,156
290
$33.8K 0.01%
340
291
$33.3K 0.01%
1,089
292
$32.8K 0.01%
223
293
$32.8K 0.01%
198
-37
294
$32.6K 0.01%
592
295
$32.2K 0.01%
132
296
$31.8K 0.01%
699
297
$31.8K 0.01%
561
298
$31.3K 0.01%
236
299
$30.7K 0.01%
+637
300
$30.5K 0.01%
8