CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+6.63%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$146M
AUM Growth
–
Cap. Flow
+$146M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.5%
Holding
263
New
260
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$15.9M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$15.2M |
| 3 |
Vanguard Value ETF
VTV
|
$9.45M |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
$9.28M |
| 5 |
Vanguard Growth ETF
VUG
|
$8.93M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.32% |
| 2 | Consumer Discretionary | 1.14% |
| 3 | Technology | 1.12% |
| 4 | Financials | 1.05% |
| 5 | Consumer Staples | 0.8% |
