CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
This Quarter Return
-0.44%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$398M
AUM Growth
+$398M
(+0.13%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
37.25%
Holding
627
New
32
Increased
124
Reduced
102
Closed
31
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
ZimVie
ZIMV
$532M
| – | – |
-2
| Closed | -$33 |
|
|
PXD
627
DELISTED
Pioneer Natural Resource Co.
PXD
| – | – |
-25
| Closed | -$6.56K |
|