CWM
Cherrydale Wealth Management Portfolio holdings
AUM
$324M
1-Year Est. Return
19.83%
This Fund
S&P 500
1 Year Est. Return
+19.83%
AUM
$324M
AUM Growth
-$5.79M
(-1.8%)
Holding
83
Top Buys
| 1 | +$3.84M | |
| 2 | +$2.51M | |
| 3 | +$1.87M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.2M |
| 5 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$799K |
Top Sells
| 1 | +$2.02M | |
| 2 | +$860K | |
| 3 | +$696K | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$676K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$489K |
Sector Composition
| 1 | Technology | 4.02% |
| 2 | Communication Services | 1.91% |
| 3 | Financials | 1.08% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Healthcare | 0.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Lloyds Banking Group
LYG
$75.9B
| $53.8K | 0.02% |
10,694
|
|
||
77
Wipro
WIT
$19.5B
| $31.3K | 0.01% |
14,764
-14,757
|
|
||
|
LIF
78
Life360
LIF
$3.12B
| – | – |
-4,106
|
|
||
79
iShares Core S&P 500 ETF
IVV
$822B
| – | – |
-304
|
|
||
80
Home Depot
HD
$309B
| – | – |
-618
|
|
||
81
Danaher
DHR
$118B
| – | – |
-919
|
|
||
82
American Express
AXP
$214B
| – | – |
-557
|
|
||
83
Arista Networks
ANET
$179B
| – | – |
-1,540
|
|