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
$404M
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
655
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.31%
2 Industrials 2.02%
3 Healthcare 1.04%
4 Financials 0.85%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$953 ﹤0.01%
+73
577
$943 ﹤0.01%
1
578
$935 ﹤0.01%
23
579
$934 ﹤0.01%
+5
580
$923 ﹤0.01%
+4
581
$907 ﹤0.01%
+24
582
$906 ﹤0.01%
26
583
$885 ﹤0.01%
8
-8
584
$876 ﹤0.01%
+9
585
$874 ﹤0.01%
17
586
$870 ﹤0.01%
2
587
$860 ﹤0.01%
4
588
$848 ﹤0.01%
10
589
$837 ﹤0.01%
6
590
$802 ﹤0.01%
+5
591
$790 ﹤0.01%
17
592
$759 ﹤0.01%
44
593
$722 ﹤0.01%
4
594
$706 ﹤0.01%
4
595
$692 ﹤0.01%
10
596
$688 ﹤0.01%
+3
597
$687 ﹤0.01%
46
598
$662 ﹤0.01%
31
-196
599
$623 ﹤0.01%
12
600
$620 ﹤0.01%
8