CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
1-Year Return
9.48%
This Quarter Return
-3.07%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$341M
AUM Growth
-$2.09M
(-0.61%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
2.54%
Top 10 Holdings %
Top 10 Hldgs %
40.81%
Holding
629
New
14
Increased
98
Reduced
104
Closed
44
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$5.24M |
| 2 |
Vanguard Total Bond Market
BND
|
+$1.56M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.44M |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$755K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$696K |
Top Sells
Sector Composition
| 1 | Industrials | 2.98% |
| 2 | Technology | 1.78% |
| 3 | Healthcare | 1.25% |
| 4 | Consumer Staples | 0.83% |
| 5 | Financials | 0.62% |
