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
$415M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Sells

1 +$4.09M
2 +$441K
3 +$428K
4
KMI icon
Kinder Morgan
KMI
+$271K
5
PFFD icon
Global X US Preferred ETF
PFFD
+$221K

Sector Composition

1 Industrials 2.13%
2 Technology 1.98%
3 Financials 1.46%
4 Healthcare 1.13%
5 Consumer Staples 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$11.8K ﹤0.01%
44
402
$11.7K ﹤0.01%
+56
403
$11.6K ﹤0.01%
147
404
$11.5K ﹤0.01%
167
405
$11.3K ﹤0.01%
172
406
$11.1K ﹤0.01%
+30
407
$10.9K ﹤0.01%
426
408
$10.9K ﹤0.01%
171
+18
409
$10.8K ﹤0.01%
153
+137
410
$10.8K ﹤0.01%
502
411
$10.7K ﹤0.01%
148
412
$10.5K ﹤0.01%
52
413
$10.5K ﹤0.01%
46
+41
414
$10.4K ﹤0.01%
30
415
$10.3K ﹤0.01%
142
416
$10.3K ﹤0.01%
75
417
$10.1K ﹤0.01%
104
418
$10.1K ﹤0.01%
80
419
$10.1K ﹤0.01%
160
-91
420
$10K ﹤0.01%
265
421
$10K ﹤0.01%
258
422
$9.92K ﹤0.01%
316
423
$9.89K ﹤0.01%
135
424
$9.83K ﹤0.01%
96
-938
425
$9.79K ﹤0.01%
118