CWM

Cranbrook Wealth Management Portfolio holdings

AUM $507M
1-Year Est. Return 15.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$5.11M
2
+$2.36M
3
+$1.33M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.23M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$980K

Top Sells

1
+$1.24M
2
+$895K
3
+$333K
4
VTV icon
Vanguard Value ETF
VTV
+$319K
5
VUG icon
Vanguard Growth ETF
VUG
+$220K

Sector Composition

1 Healthcare 0.67%
2 Technology 0.46%
3 Consumer Staples 0.45%
4 Financials 0.42%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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