We are live on ! Find out more
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
$171M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$667K
3
+$619K
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$559K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$524K

Top Sells

1
+$221K
2
+$189K
3
+$123K
4
IYM icon
iShares US Basic Materials ETF
IYM
+$107K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$91.9K

Sector Composition

1 Healthcare 0.89%
2 Consumer Staples 0.81%
3 Consumer Discretionary 0.8%
4 Technology 0.56%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
3
227
– –
0
228
$0 ﹤0.01%
6
229
$0 ﹤0.01%
2
230
$0 ﹤0.01%
10
231
$0 ﹤0.01%
7
-27
232
$0 ﹤0.01%
1
233
$0 ﹤0.01%
140
234
$0 ﹤0.01%
2
-11
235
$0 ﹤0.01%
455
236
$0 ﹤0.01%
35
237
$0 ﹤0.01%
2
238
$0 ﹤0.01%
3
239
– –
-179
240
– –
-310
6 7 8 9
10