CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$456M
1-Year Est. Return
8%
1 Year Est. Return
+8%
AUM
$456M
AUM Growth
+$25.3M
(+5.9%)
Holding
613
Top Buys
| 1 | +$2.9M | |
| 2 | +$1.08M | |
| 3 | +$906K | |
| 4 |
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$902K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$847K |
Top Sells
| 1 | +$735K | |
| 2 | +$487K | |
| 3 | +$453K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$354K |
| 5 |
Invesco Variable Rate Preferred ETF
VRP
|
+$317K |
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Industrials | 1.99% |
| 3 | Financials | 1.42% |
| 4 | Healthcare | 0.88% |
| 5 | Consumer Staples | 0.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
iShares TIPS Bond ETF
TIP
$14.5B
| – | – |
-3
|
|
||
602
ProShares UltraShort S&P500
SDS
$362M
| – | – |
-10
|
|
||
603
Charles Schwab
SCHW
$165B
| – | – |
-70
|
|
||
604
Recursion Pharmaceuticals
RXRX
$2.32B
| – | – |
-1,898
|
|
||
605
State Street SPDR S&P Regional Banking ETF
KRE
$3.45B
| – | – |
-260
|
|
||
606
VanEck Intermediate Muni ETF
ITM
$2.08B
| – | – |
-699
|
|
||
607
Inspire Medical Systems
INSP
$3.88B
| – | – |
-31
|
|
||
608
iShares Core MSCI International Developed Markets ETF
IDEV
$23.6B
| – | – |
-167
|
|
||
609
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$200M
| – | – |
-1,120
|
|
||
610
EQT Corp
EQT
$37.3B
| – | – |
-500
|
|
||
611
Constellation Energy
CEG
$114B
| – | – |
-47
|
|
||
612
BigBear.ai
BBAI
$2.67B
| – | – |
-1,407
|
|
||
613
Applovin
APP
$226B
| – | – |
-35
|
|