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
201
$105K 0.03%
1,982
202
$104K 0.03%
1,570
203
$102K 0.03%
650
-15
204
$101K 0.03%
4,552
205
$99.1K 0.02%
1,029
206
$98.5K 0.02%
146
-35
207
$96.1K 0.02%
553
+313
208
$95.9K 0.02%
3,905
209
$95.7K 0.02%
1,258
210
$95.7K 0.02%
1,270
-189
211
$95.1K 0.02%
4,008
212
$93.3K 0.02%
413
+15
213
$93.1K 0.02%
764
214
$93K 0.02%
255
215
$89.8K 0.02%
3,456
-334
216
$88.5K 0.02%
1,869
217
$87.3K 0.02%
3,956
+1,681
218
$86.3K 0.02%
2,000
219
$83.8K 0.02%
1,027
+107
220
$83.2K 0.02%
1,061
-495
221
$82.5K 0.02%
374
222
$80.7K 0.02%
813
-68
223
$80.5K 0.02%
+2,125
224
$79.7K 0.02%
457
-25
225
$77.2K 0.02%
951
7 8
9
10 11