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
426
$9.78K ﹤0.01%
136
+68
427
$9.75K ﹤0.01%
+105
428
$9.73K ﹤0.01%
316
429
$9.7K ﹤0.01%
+185
430
$9.57K ﹤0.01%
+47
431
$9.55K ﹤0.01%
136
+70
432
$9.53K ﹤0.01%
36
433
$9.53K ﹤0.01%
248
434
$9.39K ﹤0.01%
98
435
$9.31K ﹤0.01%
35
+20
436
$9.3K ﹤0.01%
117
437
$9.29K ﹤0.01%
+112
438
$9.27K ﹤0.01%
40
439
$9.17K ﹤0.01%
82
+66
440
$9.12K ﹤0.01%
53
441
$9.08K ﹤0.01%
26
442
$9.07K ﹤0.01%
76
443
$9.02K ﹤0.01%
115
444
$8.9K ﹤0.01%
265
445
$8.78K ﹤0.01%
+211
446
$8.75K ﹤0.01%
91
+75
447
$8.65K ﹤0.01%
114
448
$8.63K ﹤0.01%
28
+24
449
$8.62K ﹤0.01%
+98
450
$8.6K ﹤0.01%
133