CWM
Cherrydale Wealth Management Portfolio holdings
AUM
$318M
1-Year Est. Return
17.42%
1 Year Est. Return
+17.42%
AUM
$318M
AUM Growth
+$30.9M
(+11%)
Holding
83
Top Buys
| 1 | +$3M | |
| 2 | +$1.09M | |
| 3 | +$867K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$661K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$648K |
Top Sells
| 1 | +$317K | |
| 2 | +$207K | |
| 3 | +$157K | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$152K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$129K |
Sector Composition
| 1 | Technology | 4.85% |
| 2 | Communication Services | 2.08% |
| 3 | Financials | 1.24% |
| 4 | Consumer Discretionary | 1.23% |
| 5 | Healthcare | 0.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P 500 ETF
IVV
$677B
| $203K | 0.06% |
+304
|
|
||
77
Abbott
ABT
$215B
| $203K | 0.06% |
1,513
-86
|
|
||
78
RTX Corp
RTX
$239B
| $201K | 0.06% |
+1,199
|
|
||
79
Wipro
WIT
$27.5B
| $69K | 0.02% |
26,243
-595
|
|
||
80
Lloyds Banking Group
LYG
$69.5B
| $48.6K | 0.02% |
10,694
|
|
||
81
MultiSensor AI
MSAI
$53.9M
| – | – |
-32,835
|
|
||
82
Intuit
INTU
$186B
| – | – |
-263
|
|
||
83
Compass
COMP
$4.3B
| – | – |
-13,000
|
|