CWM

Cherrydale Wealth Management Portfolio holdings

AUM $329M
1-Year Est. Return 19.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Sells

1 +$1.21M
2 +$1.08M
3 +$795K
4
AMZN icon
Amazon
AMZN
+$636K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$438K

Sector Composition

1 Technology 4.73%
2 Communication Services 2.07%
3 Financials 1.31%
4 Consumer Discretionary 1.01%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ABBV icon
51
AbbVie
ABBV
$395B
$367K 0.11%
1,607
PLTR icon
52
Palantir
PLTR
$324B
$321K 0.1%
1,808
+85
WMT icon
53
Walmart Inc
WMT
$1.05T
$321K 0.1%
2,879
AMD icon
54
Advanced Micro Devices
AMD
$340B
$308K 0.09%
1,436
+47
CAT icon
55
Caterpillar
CAT
$340B
$299K 0.09%
523
ORCL icon
56
Oracle
ORCL
$410B
$296K 0.09%
1,521
CSCO icon
57
Cisco
CSCO
$335B
$280K 0.08%
3,632
+22
IBM icon
58
IBM
IBM
$279B
$270K 0.08%
911
ISRG icon
59
Intuitive Surgical
ISRG
$173B
$268K 0.08%
473
+11
LIF
60
Life360
LIF
$4.27B
$263K 0.08%
4,106
WFC icon
61
Wells Fargo
WFC
$291B
$258K 0.08%
2,769
COST icon
62
Costco
COST
$444B
$257K 0.08%
298
MU icon
63
Micron Technology
MU
$444B
$255K 0.08%
+892
UNH icon
64
UnitedHealth
UNH
$251B
$253K 0.08%
766
-81
IEFA icon
65
iShares Core MSCI EAFE ETF
IEFA
$176B
$239K 0.07%
2,673
+51
VB icon
66
Vanguard Small-Cap ETF
VB
$74.2B
$238K 0.07%
921
-4,191
MRK icon
67
Merck
MRK
$303B
$235K 0.07%
+2,230
BABA icon
68
Alibaba
BABA
$388B
$234K 0.07%
1,598
RTX icon
69
RTX Corp
RTX
$266B
$220K 0.07%
1,199
GE icon
70
GE Aerospace
GE
$337B
$219K 0.07%
711
HD icon
71
Home Depot
HD
$383B
$213K 0.06%
618
DHR icon
72
Danaher
DHR
$153B
$210K 0.06%
+919
CVX icon
73
Chevron
CVX
$358B
$210K 0.06%
1,375
+34
IVV icon
74
iShares Core S&P 500 ETF
IVV
$762B
$208K 0.06%
304
AXP icon
75
American Express
AXP
$246B
$206K 0.06%
+557