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
$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
376
$14.6K ﹤0.01%
53
377
$14.4K ﹤0.01%
62
378
$14K ﹤0.01%
265
379
$14K ﹤0.01%
275
380
$13.9K ﹤0.01%
242
381
$13.8K ﹤0.01%
232
-52
382
$13.7K ﹤0.01%
259
383
$13.5K ﹤0.01%
469
384
$13.3K ﹤0.01%
51
385
$13.3K ﹤0.01%
41
386
$13.2K ﹤0.01%
25
387
$13K ﹤0.01%
+109
388
$13K ﹤0.01%
+493
389
$12.9K ﹤0.01%
+454
390
$12.7K ﹤0.01%
80
391
$12.5K ﹤0.01%
148
392
$12.4K ﹤0.01%
25
393
$12.3K ﹤0.01%
127
394
$12.2K ﹤0.01%
30
395
$12K ﹤0.01%
52
396
$11.8K ﹤0.01%
+167
397
$11.7K ﹤0.01%
112
398
$11.7K ﹤0.01%
66
399
$11.6K ﹤0.01%
104
400
$11.5K ﹤0.01%
44