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
526
$1.54K ﹤0.01%
11
+1
527
$1.53K ﹤0.01%
11
528
$1.49K ﹤0.01%
26
529
$1.41K ﹤0.01%
22
530
$1.4K ﹤0.01%
5
531
$1.4K ﹤0.01%
21
532
$1.39K ﹤0.01%
132
533
$1.39K ﹤0.01%
100
534
$1.35K ﹤0.01%
108
535
$1.33K ﹤0.01%
9
536
$1.32K ﹤0.01%
15
537
$1.31K ﹤0.01%
67
538
$1.26K ﹤0.01%
44
539
$1.2K ﹤0.01%
135
540
$1.15K ﹤0.01%
50
541
$1.13K ﹤0.01%
+16
542
$1.04K ﹤0.01%
6
543
$1.04K ﹤0.01%
8
544
$1.01K ﹤0.01%
23
545
$1K ﹤0.01%
9
546
$984 ﹤0.01%
26
547
$968 ﹤0.01%
7
548
$953 ﹤0.01%
46
-5
549
$926 ﹤0.01%
7
550
$924 ﹤0.01%
3
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