CTWM

Cherry Tree Wealth Management Portfolio holdings

AUM $474M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.24%
2 Industrials 1.75%
3 Financials 1.36%
4 Healthcare 0.95%
5 Consumer Staples 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MRVL icon
326
Marvell Technology
MRVL
$65.7B
$25.7K 0.01%
+303
HEFA icon
327
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.02B
$25.3K 0.01%
+612
PFFD icon
328
Global X US Preferred ETF
PFFD
$2.23B
$25.2K 0.01%
1,333
-191
TCHP icon
329
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.77B
$24.8K 0.01%
+497
COWZ icon
330
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$24.7K 0.01%
410
IWX icon
331
iShares Russell Top 200 Value ETF
IWX
$3.55B
$24.5K 0.01%
267
IYH icon
332
iShares US Healthcare ETF
IYH
$3.3B
$24.4K 0.01%
375
NAT icon
333
Nordic American Tanker
NAT
$1.22B
$24.1K 0.01%
7,000
BPOP icon
334
Popular Inc
BPOP
$8.95B
$23.7K 0.01%
190
SPAB icon
335
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.18B
$23.5K 0.01%
914
+720
WTV icon
336
WisdomTree US Value Fund
WTV
$2.53B
$23.5K 0.01%
252
VTRS icon
337
Viatris
VTRS
$17.1B
$23.5K 0.01%
1,888
+19
APH icon
338
Amphenol
APH
$159B
$23.2K ﹤0.01%
172
SPBO icon
339
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.85B
$23.1K ﹤0.01%
788
CLS icon
340
Celestica
CLS
$29.5B
$23.1K ﹤0.01%
78
AVRE icon
341
Avantis Real Estate ETF
AVRE
$745M
$22.9K ﹤0.01%
527
VCIT icon
342
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$63.5B
$22.6K ﹤0.01%
270
AEE icon
343
Ameren
AEE
$31B
$22.6K ﹤0.01%
226
CLX icon
344
Clorox
CLX
$14.6B
$22.5K ﹤0.01%
223
LOW icon
345
Lowe's Companies
LOW
$145B
$21.7K ﹤0.01%
90
+55
XLRE icon
346
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.67B
$21.7K ﹤0.01%
537
MOAT icon
347
VanEck Morningstar Wide Moat ETF
MOAT
$12.9B
$21.6K ﹤0.01%
209
VDC icon
348
Vanguard Consumer Staples ETF
VDC
$8.12B
$21.5K ﹤0.01%
102
IVT icon
349
InvenTrust Properties
IVT
$2.4B
$21.3K ﹤0.01%
754
SONY icon
350
Sony
SONY
$129B
$21.1K ﹤0.01%
825