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
$329M
AUM Growth
+$11.2M
(+3.5%)
Holding
85
Top Buys
| 1 | +$1.69M | |
| 2 | +$1.58M | |
| 3 | +$1.56M | |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$1.16M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$619K |
Top Sells
| 1 | +$1.2M | |
| 2 | +$1.07M | |
| 3 | +$795K | |
| 4 |
Amazon
AMZN
|
+$630K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
+$438K |
Sector Composition
| 1 | Technology | 4.73% |
| 2 | Communication Services | 2.07% |
| 3 | Financials | 1.31% |
| 4 | Consumer Discretionary | 1.01% |
| 5 | Healthcare | 0.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Arista Networks
ANET
$179B
| $202K | 0.06% |
1,540
|
|
||
77
Coca-Cola
KO
$344B
| $200K | 0.06% |
+2,863
|
|
||
78
Wipro
WIT
$19.5B
| $83.8K | 0.03% |
29,521
+3,278
|
|
||
79
Lloyds Banking Group
LYG
$75.9B
| $56.7K | 0.02% |
10,694
|
|
||
|
80
Vanguard Small-Cap Growth ETF
VBK
$22.9B
| – | – |
-1,470
|
|
||
81
T-Mobile US
TMUS
$209B
| – | – |
-895
|
|
||
82
AT&T
T
$175B
| – | – |
-7,503
|
|
||
83
Procter & Gamble
PG
$335B
| – | – |
-1,520
|
|
||
84
Dimensional US Marketwide Value ETF
DFUV
$14.6B
| – | – |
-17,798
|
|
||
85
Abbott
ABT
$147B
| – | – |
-1,513
|
|