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
426
$9.37K ﹤0.01%
142
427
$9.37K ﹤0.01%
75
428
$9.21K ﹤0.01%
258
429
$9.11K ﹤0.01%
128
430
$9.1K ﹤0.01%
53
431
$9.03K ﹤0.01%
32
432
$8.98K ﹤0.01%
105
433
$8.9K ﹤0.01%
135
434
$8.88K ﹤0.01%
96
435
$8.76K ﹤0.01%
+326
436
$8.6K ﹤0.01%
133
437
$8.55K ﹤0.01%
27
438
$8.39K ﹤0.01%
40
439
$8.32K ﹤0.01%
114
440
$8.14K ﹤0.01%
227
441
$8.14K ﹤0.01%
97
442
$8.13K ﹤0.01%
68
443
$8.11K ﹤0.01%
198
444
$7.85K ﹤0.01%
265
445
$7.81K ﹤0.01%
286
446
$7.75K ﹤0.01%
221
+2
447
$7.71K ﹤0.01%
81
448
$7.63K ﹤0.01%
70
449
$7.57K ﹤0.01%
57
450
$7.55K ﹤0.01%
63