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CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$492M
1-Year Est. Return
14.37%
This Fund
S&P 500
1 Year Est. Return
+14.37%
AUM
$362M
AUM Growth
+$14.7M
(+4.2%)
Holding
303
Top Buys
| 1 | +$1.4M | |
| 2 | +$1.15M | |
| 3 | +$727K | |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$502K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$335K |
Top Sells
| 1 | +$7.33M | |
| 2 | +$830K | |
| 3 | +$447K | |
| 4 |
First Trust RiverFront Dynamic Developed International ETF
RFDI
|
+$332K |
| 5 |
Hartford Multifactor Developed Markets ex-US ETF
RODM
|
+$293K |
Sector Composition
| 1 | Financials | 9.53% |
| 2 | Healthcare | 0.63% |
| 3 | Consumer Discretionary | 0.43% |
| 4 | Technology | 0.31% |
| 5 | Utilities | 0.29% |