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
401
$11.4K ﹤0.01%
33
402
$11.4K ﹤0.01%
23
403
$11.2K ﹤0.01%
172
404
$11.1K ﹤0.01%
147
405
$11K ﹤0.01%
118
406
$10.9K ﹤0.01%
121
407
$10.6K ﹤0.01%
89
408
$10.5K ﹤0.01%
244
409
$10.4K ﹤0.01%
248
410
$10.4K ﹤0.01%
153
411
$10.3K ﹤0.01%
100
412
$10.3K ﹤0.01%
117
413
$10.2K ﹤0.01%
316
414
$10K ﹤0.01%
221
415
$9.99K ﹤0.01%
34
416
$9.98K ﹤0.01%
115
417
$9.95K ﹤0.01%
98
418
$9.92K ﹤0.01%
26
419
$9.88K ﹤0.01%
55
420
$9.82K ﹤0.01%
76
-15
421
$9.81K ﹤0.01%
1
422
$9.81K ﹤0.01%
47
423
$9.72K ﹤0.01%
28
424
$9.68K ﹤0.01%
316
425
$9.67K ﹤0.01%
370
+93