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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
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252
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256
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