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
326
$22.6K 0.01%
46
327
$22.5K 0.01%
44
328
$22.5K 0.01%
29
329
$22.3K 0.01%
102
-23
330
$22.2K 0.01%
45
331
$22.2K 0.01%
542
332
$21.9K 0.01%
76
333
$21.9K 0.01%
777
334
$21.7K 0.01%
267
335
$21.5K 0.01%
+208
336
$21.4K 0.01%
287
+66
337
$21.4K 0.01%
754
338
$21.2K 0.01%
488
339
$21K 0.01%
+757
340
$20.7K ﹤0.01%
1,782
+18
341
$20.6K ﹤0.01%
+884
342
$20.5K ﹤0.01%
33
343
$20.4K ﹤0.01%
360
344
$20.3K ﹤0.01%
209
345
$19.9K ﹤0.01%
1,064
346
$19.8K ﹤0.01%
188
347
$19.8K ﹤0.01%
226
348
$19.4K ﹤0.01%
160
349
$19.1K ﹤0.01%
190
350
$19K ﹤0.01%
830