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
351
$18.4K ﹤0.01%
277
352
$18.3K ﹤0.01%
500
353
$18.1K ﹤0.01%
88
354
$17.8K ﹤0.01%
758
355
$17.8K ﹤0.01%
707
356
$17.7K ﹤0.01%
1,625
357
$17.6K ﹤0.01%
124
358
$17.4K ﹤0.01%
385
359
$17.2K ﹤0.01%
84
360
$17.2K ﹤0.01%
52
361
$17.2K ﹤0.01%
33
362
$17.1K ﹤0.01%
30,300
-5,000
363
$17K ﹤0.01%
21
364
$16.6K ﹤0.01%
209
365
$16.5K ﹤0.01%
219
366
$16.2K ﹤0.01%
86
367
$16K ﹤0.01%
+446
368
$15.9K ﹤0.01%
825
369
$15.6K ﹤0.01%
166
+2
370
$15.5K ﹤0.01%
180
371
$15.2K ﹤0.01%
382
372
$14.8K ﹤0.01%
329
-380
373
$14.8K ﹤0.01%
179
374
$14.8K ﹤0.01%
251
375
$14.7K ﹤0.01%
269