CTWM

Cherry Tree Wealth Management Portfolio holdings

AUM $430M
1-Year Est. Return 9.48%
This Quarter Est. Return
1 Year Est. Return
+9.48%
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 Buys

1
+$776K
2
+$677K
3
+$665K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$582K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$458K

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
426
$7.59K ﹤0.01%
+1
427
$7.58K ﹤0.01%
265
428
$7.5K ﹤0.01%
286
429
$7.32K ﹤0.01%
+40
430
$7.31K ﹤0.01%
81
431
$7.24K ﹤0.01%
70
432
$7.12K ﹤0.01%
198
+180
433
$7.06K ﹤0.01%
219
+19
434
$7.04K ﹤0.01%
35
435
$7.01K ﹤0.01%
89
436
$6.95K ﹤0.01%
277
437
$6.91K ﹤0.01%
315
-240
438
$6.88K ﹤0.01%
57
439
$6.87K ﹤0.01%
114
440
$6.86K ﹤0.01%
304
441
$6.85K ﹤0.01%
+63
442
$6.53K ﹤0.01%
29
443
$6.47K ﹤0.01%
+97
444
$6.43K ﹤0.01%
87
445
$6.29K ﹤0.01%
26
446
$6.14K ﹤0.01%
100
447
$6.1K ﹤0.01%
+89
448
$6.06K ﹤0.01%
134
+34
449
$5.66K ﹤0.01%
108
450
$5.58K ﹤0.01%
676
16 17
18
19 20