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
$422M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.16%
2 Industrials 1.91%
3 Healthcare 1.14%
4 Financials 0.75%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$29.1K 0.01%
1,241
302
$28.8K 0.01%
624
303
$28.8K 0.01%
129
304
$28.5K 0.01%
449
305
$27.8K 0.01%
557
+23
306
$27.3K 0.01%
381
307
$26.9K 0.01%
236
308
$26K 0.01%
334
309
$25.9K 0.01%
29
310
$25.5K 0.01%
419
311
$25.5K 0.01%
713
312
$25.2K 0.01%
8
313
$25.1K 0.01%
44
314
$24.4K 0.01%
375
315
$24K 0.01%
+231
316
$23.9K 0.01%
2,267
317
$23.7K 0.01%
410
318
$23.7K 0.01%
+788
319
$23.5K 0.01%
88
+57
320
$23.5K 0.01%
38
321
$23.3K 0.01%
135
-5
322
$23.3K 0.01%
153
323
$23.1K 0.01%
600
324
$22.9K 0.01%
258
325
$22.6K 0.01%
270