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
351
$16.1K ﹤0.01%
226
352
$15.9K ﹤0.01%
+219
353
$15.4K ﹤0.01%
+88
354
$15.2K ﹤0.01%
209
355
$15.2K ﹤0.01%
382
+166
356
$15.1K ﹤0.01%
221
357
$15K ﹤0.01%
385
358
$14.5K ﹤0.01%
164
+2
359
$14.5K ﹤0.01%
265
360
$14.5K ﹤0.01%
284
361
$14.3K ﹤0.01%
269
362
$14K ﹤0.01%
825
363
$13.7K ﹤0.01%
86
-22
364
$13.6K ﹤0.01%
+21
365
$13.5K ﹤0.01%
251
366
$13.4K ﹤0.01%
23
367
$13.1K ﹤0.01%
142
+86
368
$13.1K ﹤0.01%
+53
369
$12.7K ﹤0.01%
469
370
$12.6K ﹤0.01%
259
371
$12.6K ﹤0.01%
179
+60
372
$12.3K ﹤0.01%
180
373
$12.3K ﹤0.01%
+89
374
$12.1K ﹤0.01%
62
375
$11.9K ﹤0.01%
52
13 14
15
16 17