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
301
$26.1K 0.01%
385
+51
302
$26K 0.01%
38,300
303
$25.5K 0.01%
125
304
$25.1K 0.01%
534
305
$25K 0.01%
45
306
$24.6K 0.01%
269
307
$24K 0.01%
489
308
$24K 0.01%
713
309
$23.4K 0.01%
250
310
$23.2K 0.01%
542
311
$23.2K 0.01%
375
312
$21.7K 0.01%
270
313
$20.8K 0.01%
1,744
+18
314
$20.8K 0.01%
777
315
$20.8K 0.01%
488
316
$20.4K 0.01%
267
317
$19.7K 0.01%
258
318
$19.6K ﹤0.01%
255
319
$19.4K ﹤0.01%
754
320
$18.8K ﹤0.01%
209
321
$18.8K ﹤0.01%
160
322
$18.5K ﹤0.01%
500
323
$18.5K ﹤0.01%
1,064
324
$18.2K ﹤0.01%
143
+12
325
$18.2K ﹤0.01%
88