CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
1-Year Return
9.48%
This Quarter Return
+3.98%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$398M
AUM Growth
+$23.3M
(+6.2%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
2.52%
Top 10 Holdings %
Top 10 Hldgs %
37.85%
Holding
628
New
36
Increased
98
Reduced
75
Closed
33
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 2.64% |
| 2 | Technology | 1.97% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Staples | 0.76% |
| 5 | Financials | 0.68% |
