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
$398M
AUM Growth
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.64%
2 Technology 1.97%
3 Healthcare 1.18%
4 Consumer Staples 0.76%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9.99K ﹤0.01%
248
377
$9.95K ﹤0.01%
258
378
$9.92K ﹤0.01%
172
379
$9.88K ﹤0.01%
17
380
$9.85K ﹤0.01%
19
381
$9.76K ﹤0.01%
+119
382
$9.69K ﹤0.01%
53
383
$9.69K ﹤0.01%
153
384
$9.31K ﹤0.01%
221
385
$9.26K ﹤0.01%
105
386
$9.2K ﹤0.01%
98
387
$9.1K ﹤0.01%
34
388
$9.03K ﹤0.01%
26
389
$8.82K ﹤0.01%
119
390
$8.77K ﹤0.01%
316
391
$8.68K ﹤0.01%
121
392
$8.66K ﹤0.01%
32
393
$8.54K ﹤0.01%
35
394
$8.4K ﹤0.01%
44
395
$8.38K ﹤0.01%
12
396
$8.21K ﹤0.01%
100
397
$8.19K ﹤0.01%
216
398
$8.18K ﹤0.01%
286
399
$7.99K ﹤0.01%
200
400
$7.98K ﹤0.01%
304