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CWM

Cranbrook Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$787K
3
+$715K
4
VV icon
Vanguard Large-Cap ETF
VV
+$596K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$498K

Top Sells

1
+$2.19M
2
+$870K
3
+$469K
4
XOM icon
Exxon Mobil
XOM
+$424K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$422K

Sector Composition

1 Consumer Discretionary 0.95%
2 Healthcare 0.82%
3 Technology 0.64%
4 Consumer Staples 0.57%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
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