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
401
$9.55K ﹤0.01%
98
402
$9.55K ﹤0.01%
248
403
$9.43K ﹤0.01%
153
404
$9.39K ﹤0.01%
121
405
$9.35K ﹤0.01%
316
406
$9.09K ﹤0.01%
221
407
$9.01K ﹤0.01%
115
-14
408
$8.9K ﹤0.01%
+244
409
$8.87K ﹤0.01%
133
+99
410
$8.86K ﹤0.01%
+75
411
$8.84K ﹤0.01%
53
412
$8.51K ﹤0.01%
32
413
$8.44K ﹤0.01%
+128
414
$8.43K ﹤0.01%
100
415
$8.34K ﹤0.01%
28
-7
416
$8.34K ﹤0.01%
+31
417
$8.27K ﹤0.01%
105
418
$8.24K ﹤0.01%
34
419
$8.2K ﹤0.01%
+55
420
$8.11K ﹤0.01%
258
421
$7.95K ﹤0.01%
227
422
$7.78K ﹤0.01%
316
423
$7.76K ﹤0.01%
26
424
$7.75K ﹤0.01%
+31
425
$7.64K ﹤0.01%
68