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
$253M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$1.47M
3 +$718K
4
VONE icon
Vanguard Russell 1000 ETF
VONE
+$633K
5
IWB icon
iShares Russell 1000 ETF
IWB
+$573K

Top Sells

1 +$1.1M
2 +$704K
3 +$382K
4
LIF
Life360
LIF
+$340K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$297K

Sector Composition

1 Technology 4.03%
2 Communication Services 1.77%
3 Financials 1.26%
4 Consumer Discretionary 1.07%
5 Healthcare 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-579
77
-570
78
-2,908