CTWM

Cherry Tree Wealth Management Portfolio holdings

AUM $456M
1-Year Est. Return 8%
This Quarter Est. Return
1 Year Est. Return
+8%
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
326
$20.5K 0.01%
46
+43
327
$20.4K 0.01%
777
328
$20.1K 0.01%
600
329
$20K 0.01%
267
330
$19.9K 0.01%
45
+37
331
$19.6K ﹤0.01%
35,300
-3,000
332
$19.4K ﹤0.01%
44
+26
333
$19.4K ﹤0.01%
76
+29
334
$18.8K ﹤0.01%
1,764
+20
335
$18.8K ﹤0.01%
160
336
$18.7K ﹤0.01%
754
337
$18.5K ﹤0.01%
500
338
$18.4K ﹤0.01%
1,064
339
$18.1K ﹤0.01%
209
340
$17.9K ﹤0.01%
33
+14
341
$17.7K ﹤0.01%
360
342
$17.4K ﹤0.01%
277
343
$17.1K ﹤0.01%
124
344
$17K ﹤0.01%
758
345
$17K ﹤0.01%
707
346
$16.9K ﹤0.01%
1,625
347
$16.8K ﹤0.01%
190
348
$16.3K ﹤0.01%
52
349
$16.3K ﹤0.01%
830
350
$16.2K ﹤0.01%
84
12 13
14
15 16