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
$398M
AUM Growth
+$499K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Sells

1 +$670K
2 +$601K
3 +$425K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$416K
5
EMR icon
Emerson Electric
EMR
+$200K

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 Change
in Stake
Capital Flow
126
$321K 0.08%
2,197
+20
127
$320K 0.08%
9,070
-195
128
$308K 0.08%
5,385
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129
$308K 0.08%
4,850
130
$306K 0.08%
4,837
-28
131
$304K 0.08%
12,409
+164
132
$303K 0.08%
15,132
133
$303K 0.08%
2,381
134
$302K 0.08%
15,341
+1,028
135
$294K 0.07%
1,616
-2
136
$279K 0.07%
14,592
137
$276K 0.07%
4,690
138
$274K 0.07%
4,046
+11
139
$273K 0.07%
6,881
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140
$273K 0.07%
1,071
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141
$272K 0.07%
9,165
142
$265K 0.07%
2,162
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$263K 0.07%
549
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144
$259K 0.07%
4,707
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145
$255K 0.06%
9,276
146
$253K 0.06%
9,038
+17
147
$249K 0.06%
14,657
-31
148
$247K 0.06%
3,394
149
$245K 0.06%
15,366
150
$239K 0.06%
1,695
+66