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
+$23.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
628
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 2.64%
2 Technology 1.97%
3 Healthcare 1.18%
4 Consumer Staples 0.76%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$914 ﹤0.01%
5
552
$879 ﹤0.01%
17
553
$878 ﹤0.01%
4
554
$852 ﹤0.01%
47
555
$834 ﹤0.01%
52
556
$826 ﹤0.01%
1
557
$808 ﹤0.01%
100
558
$801 ﹤0.01%
17
559
$744 ﹤0.01%
6
560
$743 ﹤0.01%
10
561
$724 ﹤0.01%
10
562
$691 ﹤0.01%
8
563
$646 ﹤0.01%
4
564
$636 ﹤0.01%
18
565
$622 ﹤0.01%
77
566
$614 ﹤0.01%
1
567
$583 ﹤0.01%
2
568
$561 ﹤0.01%
1
569
$540 ﹤0.01%
1
570
$522 ﹤0.01%
4
571
$464 ﹤0.01%
8
572
$456 ﹤0.01%
21
573
$452 ﹤0.01%
20
574
$449 ﹤0.01%
12
575
$446 ﹤0.01%
3