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
501
$2.6K ﹤0.01%
92
502
$2.59K ﹤0.01%
37
503
$2.58K ﹤0.01%
12
504
$2.48K ﹤0.01%
59
505
$2.46K ﹤0.01%
18
506
$2.35K ﹤0.01%
44
507
$2.24K ﹤0.01%
301
508
$2.24K ﹤0.01%
10
509
$2.19K ﹤0.01%
12
510
$2.18K ﹤0.01%
26
511
$2.18K ﹤0.01%
28
512
$2.18K ﹤0.01%
+20
513
$2.15K ﹤0.01%
15
514
$2.11K ﹤0.01%
30
515
$2.1K ﹤0.01%
2
516
$2.08K ﹤0.01%
43
517
$2.03K ﹤0.01%
350
518
$1.97K ﹤0.01%
9
519
$1.9K ﹤0.01%
30
520
$1.82K ﹤0.01%
19
521
$1.8K ﹤0.01%
16
522
$1.72K ﹤0.01%
8
523
$1.69K ﹤0.01%
11
-27
524
$1.66K ﹤0.01%
9
+3
525
$1.57K ﹤0.01%
2
19 20
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