CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
1-Year Return
9.48%
This Quarter Return
+5.89%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$422M
AUM Growth
+$23.7M
(+5.9%)
Cap. Flow
+$985K
Cap. Flow
% of AUM
0.23%
Top 10 Holdings %
Top 10 Hldgs %
36.67%
Holding
618
New
22
Increased
80
Reduced
76
Closed
5
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Industrials | 1.91% |
| 3 | Healthcare | 1.14% |
| 4 | Financials | 0.75% |
| 5 | Consumer Staples | 0.74% |
