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
326
$18.1K ﹤0.01%
830
327
$18.1K ﹤0.01%
360
328
$17.7K ﹤0.01%
277
329
$17.3K ﹤0.01%
+147
330
$17.2K ﹤0.01%
+758
331
$17.2K ﹤0.01%
+852
332
$17.2K ﹤0.01%
+707
333
$17.1K ﹤0.01%
265
334
$16.7K ﹤0.01%
190
335
$16.7K ﹤0.01%
226
336
$16.3K ﹤0.01%
52
-16
337
$16.2K ﹤0.01%
1,625
338
$16K ﹤0.01%
124
339
$15.9K ﹤0.01%
209
340
$15.8K ﹤0.01%
5
341
$15.6K ﹤0.01%
269
342
$15.2K ﹤0.01%
284
343
$15.1K ﹤0.01%
108
344
$14.9K ﹤0.01%
221
345
$14.6K ﹤0.01%
162
+1
346
$14.5K ﹤0.01%
84
347
$14.5K ﹤0.01%
251
348
$14.2K ﹤0.01%
136
349
$14.1K ﹤0.01%
825
350
$13.5K ﹤0.01%
627
+467