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 Buys

1
+$776K
2
+$677K
3
+$665K
4
IBDU icon
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
+$582K
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$458K

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
176
$140K 0.04%
1,350
177
$139K 0.03%
1,933
178
$139K 0.03%
164
+64
179
$139K 0.03%
1,145
-1,518
180
$138K 0.03%
2,360
181
$137K 0.03%
237
-19
182
$135K 0.03%
429
183
$129K 0.03%
2,993
-403
184
$126K 0.03%
540
185
$126K 0.03%
2,767
-578
186
$126K 0.03%
31,600
187
$125K 0.03%
855
188
$118K 0.03%
1,858
+14
189
$116K 0.03%
2,973
+126
190
$115K 0.03%
2,689
191
$113K 0.03%
430
-9
192
$113K 0.03%
224
+34
193
$112K 0.03%
990
194
$110K 0.03%
1,682
195
$110K 0.03%
1,103
196
$110K 0.03%
459
197
$108K 0.03%
4,720
+4,273
198
$107K 0.03%
+2,025
199
$107K 0.03%
440
-41
200
$105K 0.03%
1,365
6 7
8
9 10