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
$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
ADBE icon
301
Adobe
ADBE
$142B
$30.3K 0.01%
79
+4
HYZD icon
302
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$186M
$29.6K 0.01%
1,354
SNPS icon
303
Synopsys
SNPS
$83.9B
$28.9K 0.01%
68
-18
HRB icon
304
H&R Block
HRB
$6.69B
$28.7K 0.01%
523
+74
CRM icon
305
Salesforce
CRM
$236B
$28.2K 0.01%
105
-63
QHY
306
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$205M
$28.1K 0.01%
624
QCLN icon
307
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$549M
$27.5K 0.01%
960
+1
SPGI icon
308
S&P Global
SPGI
$145B
$27.2K 0.01%
54
+10
AVRE icon
309
Avantis Real Estate ETF
AVRE
$656M
$26.9K 0.01%
625
EQT icon
310
EQT Corp
EQT
$34.5B
$26.7K 0.01%
500
MCHI icon
311
iShares MSCI China ETF
MCHI
$8.15B
$26.7K 0.01%
490
FDX icon
312
FedEx
FDX
$56.6B
$26.6K 0.01%
109
VZ icon
313
Verizon
VZ
$171B
$26.5K 0.01%
584
+244
EWJ icon
314
iShares MSCI Japan ETF
EWJ
$16.2B
$26.1K 0.01%
381
BSX icon
315
Boston Scientific
BSX
$149B
$25.6K 0.01%
254
DFSI icon
316
Dimensional International Sustainability Core 1 ETF
DFSI
$835M
$24.9K 0.01%
713
MA icon
317
Mastercard
MA
$502B
$24.7K 0.01%
45
AZN icon
318
AstraZeneca
AZN
$264B
$24.5K 0.01%
334
TSLA icon
319
Tesla
TSLA
$1.49T
$24.5K 0.01%
95
+44
XT icon
320
iShares Future Exponential Technologies ETF
XT
$3.77B
$24.1K 0.01%
419
GE icon
321
GE Aerospace
GE
$323B
$24K 0.01%
120
+34
AIRR icon
322
First Trust RBA American Industrial Renaissance ETF
AIRR
$5.58B
$23.5K 0.01%
345
MDY icon
323
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$23.5K 0.01%
44
CTAS icon
324
Cintas
CTAS
$76.2B
$23.4K 0.01%
114
+26
NAT icon
325
Nordic American Tanker
NAT
$750M
$23.4K 0.01%
9,500
-18,600