CWM

Cherrydale Wealth Management Portfolio holdings

AUM $318M
1-Year Est. Return 17.42%
This Quarter Est. Return
1 Year Est. Return
+17.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$192M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.27M
2 +$1.35M
3 +$835K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$766K
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$548K

Top Sells

1 +$2.42M
2 +$271K
3 +$206K
4
TSLA icon
Tesla
TSLA
+$11.7K
5
DHR icon
Danaher
DHR
+$9.02K

Sector Composition

1 Technology 2.52%
2 Communication Services 1.68%
3 Consumer Discretionary 1.51%
4 Financials 0.95%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,369
52
-1,743