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 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
376
$11.7K ﹤0.01%
242
377
$11.6K ﹤0.01%
275
378
$11.6K ﹤0.01%
172
379
$11.4K ﹤0.01%
41
+33
380
$11.3K ﹤0.01%
25
381
$11.1K ﹤0.01%
148
-13
382
$11K ﹤0.01%
66
383
$10.9K ﹤0.01%
+147
384
$10.9K ﹤0.01%
25
385
$10.9K ﹤0.01%
112
+93
386
$10.8K ﹤0.01%
150
387
$10.6K ﹤0.01%
96
-40
388
$10.6K ﹤0.01%
+80
389
$10.5K ﹤0.01%
+91
390
$10.1K ﹤0.01%
118
391
$10.1K ﹤0.01%
+47
392
$10.1K ﹤0.01%
51
+26
393
$10.1K ﹤0.01%
27
+8
394
$9.93K ﹤0.01%
104
+100
395
$9.85K ﹤0.01%
127
396
$9.84K ﹤0.01%
44
397
$9.84K ﹤0.01%
117
398
$9.74K ﹤0.01%
+135
399
$9.69K ﹤0.01%
33
400
$9.64K ﹤0.01%
+30