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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
$320M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$987K
3
+$820K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$647K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$608K

Top Sells

1
+$400K
2
+$209K
3
+$171K
4
MXI icon
iShares Global Materials ETF
MXI
+$96.2K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$94K

Sector Composition

1 Financials 9.7%
2 Healthcare 0.8%
3 Consumer Discretionary 0.47%
4 Technology 0.37%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
64
227
$2K ﹤0.01%
40
228
$2K ﹤0.01%
1,320
229
$1K ﹤0.01%
19
230
$1K ﹤0.01%
9
231
$1K ﹤0.01%
9
232
$1K ﹤0.01%
77
233
– –
0
234
$1K ﹤0.01%
26
235
$1K ﹤0.01%
18
236
$1K ﹤0.01%
9
237
$1K ﹤0.01%
+8
238
$1K ﹤0.01%
155
239
$1K ﹤0.01%
42
240
$1K ﹤0.01%
266
241
$1K ﹤0.01%
37
242
$1K ﹤0.01%
35
243
$0 ﹤0.01%
11
244
– –
0
245
$0 ﹤0.01%
1
246
– –
-4,467
247
– –
-431
248
– –
-63
249
– –
-161
250
– –
-2,056
7 8 9
10
11