CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
This Quarter Return
+0.76%
1 Year Return
+9.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$415M
AUM Growth
+$415M
(+2.6%)
Cap. Flow
+$8.31M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
36.96%
Holding
765
New
121
Increased
160
Reduced
83
Closed
9
Top Buys
Top Sells
| 1 |
Invesco Preferred ETF
PGX
|
$4.09M |
| 2 |
DNP Select Income Fund
DNP
|
$441K |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$428K |
| 4 |
Kinder Morgan
KMI
|
$271K |
| 5 |
Global X US Preferred ETF
PFFD
|
$221K |
Sector Composition
| 1 | Industrials | 2.13% |
| 2 | Technology | 1.98% |
| 3 | Financials | 1.46% |
| 4 | Healthcare | 1.13% |
| 5 | Consumer Staples | 0.7% |
