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
551
$871 ﹤0.01%
17
552
$830 ﹤0.01%
500
553
$818 ﹤0.01%
8
554
$793 ﹤0.01%
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555
$772 ﹤0.01%
2
556
$757 ﹤0.01%
1
557
$753 ﹤0.01%
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558
$720 ﹤0.01%
10
559
$707 ﹤0.01%
4
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$706 ﹤0.01%
10
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$700 ﹤0.01%
4
562
$689 ﹤0.01%
47
563
$665 ﹤0.01%
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$628 ﹤0.01%
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+9
566
$618 ﹤0.01%
6
567
$571 ﹤0.01%
4
568
$564 ﹤0.01%
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569
$555 ﹤0.01%
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570
$551 ﹤0.01%
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571
$542 ﹤0.01%
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$489 ﹤0.01%
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$488 ﹤0.01%
1
574
$452 ﹤0.01%
3
575
$437 ﹤0.01%
5
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