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
476
$4.14K ﹤0.01%
21
+16
477
$3.88K ﹤0.01%
463
478
$3.77K ﹤0.01%
+132
479
$3.73K ﹤0.01%
23
480
$3.6K ﹤0.01%
+21
481
$3.56K ﹤0.01%
27
482
$3.47K ﹤0.01%
919
483
$3.46K ﹤0.01%
76
484
$3.33K ﹤0.01%
38
485
$3.31K ﹤0.01%
16
486
$3.27K ﹤0.01%
7
487
$3.23K ﹤0.01%
34
488
$3.17K ﹤0.01%
31
489
$3.14K ﹤0.01%
20
490
$3.13K ﹤0.01%
119
491
$3.12K ﹤0.01%
13
492
$3.03K ﹤0.01%
78
493
$2.95K ﹤0.01%
+33
494
$2.95K ﹤0.01%
215
495
$2.93K ﹤0.01%
+13
496
$2.91K ﹤0.01%
96
497
$2.79K ﹤0.01%
43
498
$2.76K ﹤0.01%
59
499
$2.71K ﹤0.01%
25
500
$2.61K ﹤0.01%
10
-410
18 19
20
21 22