CWM
Cherrydale Wealth Management Portfolio holdings
AUM
$318M
1-Year Est. Return
17.42%
1 Year Est. Return
+17.42%
AUM
$287M
AUM Growth
+$34.5M
(+14%)
Holding
82
Top Buys
| 1 | +$4.07M | |
| 2 | +$3.13M | |
| 3 | +$1.78M | |
| 4 |
HIMU
iShares High Yield Muni Active ETF
HIMU
|
+$1.47M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$1.14M |
Top Sells
| 1 | +$2.24M | |
| 2 | +$1.96M | |
| 3 | +$1.53M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$1.44M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$654K |
Sector Composition
| 1 | Technology | 4.44% |
| 2 | Communication Services | 1.89% |
| 3 | Financials | 1.26% |
| 4 | Consumer Discretionary | 1.13% |
| 5 | Healthcare | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Copart
CPRT
$41.6B
| – | – |
-4,208
|
|
||
77
UnitedHealth
UNH
$309B
| – | – |
-751
|
|
||
78
Merck
MRK
$215B
| – | – |
-2,412
|
|
||
79
Coca-Cola
KO
$296B
| – | – |
-2,810
|
|
||
80
Danaher
DHR
$152B
| – | – |
-1,138
|
|
||
81
Chevron
CVX
$318B
| – | – |
-1,461
|
|
||
82
Salesforce
CRM
$248B
| – | – |
-747
|
|