CTWM
Cherry Tree Wealth Management Portfolio holdings
AUM
$430M
1-Year Est. Return
9.48%
1 Year Est. Return
+9.48%
AUM
$415M
AUM Growth
+$10.6M
(+2.6%)
Holding
765
Top Buys
| 1 | +$2.61M | |
| 2 | +$2.19M | |
| 3 | +$1.3M | |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$978K |
| 5 |
Dimensional US High Profitability ETF
DUHP
|
+$806K |
Top Sells
| 1 | +$4.09M | |
| 2 | +$441K | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Nokia
NOK
$30.9B
| $206 | ﹤0.01% |
39
-841
|
|
||
752
Stanley Black & Decker
SWK
$10.5B
| $193 | ﹤0.01% |
3
|
|
||
753
CenterPoint Energy
CNP
$25.9B
| $182 | ﹤0.01% |
5
|
|
||
754
Wabtec
WAB
$33.2B
| $182 | ﹤0.01% |
1
|
|
||
|
ONL
755
Orion Office REIT
ONL
$143M
| $71 | ﹤0.01% |
33
|
|
||
|
ADAM
756
Adamas Trust
ADAM
$621M
| $39 | ﹤0.01% |
6
|
|
||
757
WisdomTree International AI Enhanced Value Fund
AIVI
$57.3M
| – | – |
-788
|
|
||
758
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.37B
| – | – |
-884
|
|
||
759
Citigroup
C
$174B
| – | – |
-30
|
|
||
760
DigitalBridge
DBRG
$2.24B
| – | – |
-215
|
|
||
761
Devon Energy
DVN
$20.1B
| – | – |
-1,500
|
|
||
762
GE HealthCare
GEHC
$33.8B
| – | – |
-28
|
|
||
763
Medical Properties Trust
MPW
$3.09B
| – | – |
-281
|
|
||
764
Spotify
SPOT
$138B
| – | – |
-22
|
|
||
765
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
| – | – |
-277
|
|