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
576
$434 ﹤0.01%
8
577
$421 ﹤0.01%
77
578
$411 ﹤0.01%
3
579
$411 ﹤0.01%
3
580
$410 ﹤0.01%
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581
$335 ﹤0.01%
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582
$330 ﹤0.01%
2
583
$321 ﹤0.01%
3
584
$306 ﹤0.01%
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$302 ﹤0.01%
5
586
$258 ﹤0.01%
1
587
$254 ﹤0.01%
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$217 ﹤0.01%
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$200 ﹤0.01%
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$195 ﹤0.01%
4
591
$159 ﹤0.01%
1
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$155 ﹤0.01%
5
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$129 ﹤0.01%
3
594
$119 ﹤0.01%
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$38 ﹤0.01%
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596
$36 ﹤0.01%
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597
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598
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599
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600
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22 23
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25 26