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
301
$26.1K 0.01%
250
302
$26K 0.01%
334
-51
303
$26K 0.01%
381
304
$26K 0.01%
534
305
$25.7K 0.01%
623
306
$25.4K 0.01%
125
307
$24.6K 0.01%
419
-294
308
$24.5K 0.01%
236
-10
309
$24.4K 0.01%
449
-40
310
$23.9K 0.01%
29
+17
311
$23.7K 0.01%
8
+3
312
$23.5K 0.01%
44
-1
313
$23.5K 0.01%
713
314
$23.2K 0.01%
255
315
$23K 0.01%
375
316
$22.8K 0.01%
29
+25
317
$22.3K 0.01%
410
+180
318
$21.7K 0.01%
33
+28
319
$21.7K 0.01%
140
+90
320
$21.6K 0.01%
270
321
$21.5K 0.01%
188
+45
322
$21K 0.01%
38
+21
323
$20.9K 0.01%
542
324
$20.7K 0.01%
258
325
$20.6K 0.01%
488
11 12
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14 15