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
351
$18K ﹤0.01%
850
+25
352
$17.9K ﹤0.01%
190
353
$17.8K ﹤0.01%
1,625
354
$17.5K ﹤0.01%
94
+10
355
$17.5K ﹤0.01%
277
356
$17.5K ﹤0.01%
+174
357
$17.4K ﹤0.01%
395
+13
358
$17.3K ﹤0.01%
52
359
$17.2K ﹤0.01%
24
+3
360
$16.8K ﹤0.01%
758
361
$16.8K ﹤0.01%
209
362
$16.7K ﹤0.01%
707
363
$16.2K ﹤0.01%
124
364
$16.1K ﹤0.01%
88
365
$16K ﹤0.01%
830
366
$15.8K ﹤0.01%
353
-936
367
$15.7K ﹤0.01%
53
368
$15.1K ﹤0.01%
169
+3
369
$14.8K ﹤0.01%
+631
370
$14.3K ﹤0.01%
86
371
$14.3K ﹤0.01%
25
372
$14.3K ﹤0.01%
251
373
$14.3K ﹤0.01%
41
374
$14.2K ﹤0.01%
180
375
$14.1K ﹤0.01%
112