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
$404M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.31%
2 Industrials 2.02%
3 Healthcare 1.04%
4 Financials 0.85%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.7K ﹤0.01%
221
402
$10.7K ﹤0.01%
118
403
$10.6K ﹤0.01%
426
+56
404
$10.6K ﹤0.01%
104
405
$10.6K ﹤0.01%
148
406
$10.6K ﹤0.01%
502
+230
407
$10.5K ﹤0.01%
147
408
$10.5K ﹤0.01%
142
409
$10.5K ﹤0.01%
44
410
$10.4K ﹤0.01%
248
411
$10.3K ﹤0.01%
244
412
$10.3K ﹤0.01%
89
413
$10.2K ﹤0.01%
117
414
$10.1K ﹤0.01%
98
415
$10K ﹤0.01%
115
416
$10K ﹤0.01%
76
417
$9.96K ﹤0.01%
121
418
$9.86K ﹤0.01%
316
419
$9.78K ﹤0.01%
+22
420
$9.68K ﹤0.01%
28
421
$9.55K ﹤0.01%
53
422
$9.29K ﹤0.01%
153
423
$9.28K ﹤0.01%
258
424
$9.18K ﹤0.01%
316
425
$9.13K ﹤0.01%
36
+4