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
576
$436 ﹤0.01%
3
577
$413 ﹤0.01%
3
578
$406 ﹤0.01%
5
579
$355 ﹤0.01%
4
580
$342 ﹤0.01%
5
581
$340 ﹤0.01%
16
582
$338 ﹤0.01%
2
583
$323 ﹤0.01%
3
-739
584
$287 ﹤0.01%
8
585
$272 ﹤0.01%
1
586
$258 ﹤0.01%
5
587
$245 ﹤0.01%
3
588
$192 ﹤0.01%
4
589
$146 ﹤0.01%
1
590
$143 ﹤0.01%
5
591
$143 ﹤0.01%
3
592
$116 ﹤0.01%
33
593
$54 ﹤0.01%
34
594
$44 ﹤0.01%
6
595
$33 ﹤0.01%
2
596
-9
597
-63
598
-38
599
-23
600
-15