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
451
$5.54K ﹤0.01%
44
452
$5.54K ﹤0.01%
187
453
$5.45K ﹤0.01%
68
454
$5.43K ﹤0.01%
272
455
$5.42K ﹤0.01%
252
456
$5.39K ﹤0.01%
12
457
$5.25K ﹤0.01%
20
458
$5.2K ﹤0.01%
26
459
$5.05K ﹤0.01%
12
460
$4.96K ﹤0.01%
225
461
$4.81K ﹤0.01%
227
462
$4.8K ﹤0.01%
37
463
$4.75K ﹤0.01%
28
464
$4.73K ﹤0.01%
135
+1
465
$4.59K ﹤0.01%
64
466
$4.53K ﹤0.01%
36
467
$4.52K ﹤0.01%
197
468
$4.47K ﹤0.01%
41
469
$4.44K ﹤0.01%
74
470
$4.41K ﹤0.01%
66
471
$4.4K ﹤0.01%
106
472
$4.35K ﹤0.01%
112
473
$4.33K ﹤0.01%
38
474
$4.22K ﹤0.01%
11
475
$4.15K ﹤0.01%
31
17 18
19
20 21