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
$245M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$1.36M
2 +$674K
3 +$529K
4
CVX icon
Chevron
CVX
+$258K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$253K

Sector Composition

1 Technology 4.17%
2 Communication Services 2.11%
3 Consumer Discretionary 1.45%
4 Financials 1.14%
5 Healthcare 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,305
77
-1,965