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
$404M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.31%
2 Industrials 2.02%
3 Healthcare 1.04%
4 Financials 0.85%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$22K 0.01%
208
327
$21.9K 0.01%
334
328
$21.9K 0.01%
375
329
$21.7K 0.01%
360
330
$21.7K 0.01%
270
331
$21.7K 0.01%
44
332
$21.6K 0.01%
102
333
$21.1K 0.01%
267
334
$21K 0.01%
76
335
$20.7K 0.01%
33
336
$20.6K 0.01%
51
337
$20.3K 0.01%
534
-23
338
$20.1K 0.01%
226
339
$20.1K 0.01%
777
340
$19.8K ﹤0.01%
38
341
$19.6K ﹤0.01%
258
342
$19.4K ﹤0.01%
209
343
$19.2K ﹤0.01%
1,064
344
$19K ﹤0.01%
160
345
$18.9K ﹤0.01%
884
346
$18.6K ﹤0.01%
188
347
$18.3K ﹤0.01%
385
348
$18.3K ﹤0.01%
29
349
$18.2K ﹤0.01%
148
-107
350
$18.1K ﹤0.01%
600