CWM

Cranbrook Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 14.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1 +$5.8M
2 +$3.64M
3 +$1.09M
4
AAPL icon
Apple
AAPL
+$572K
5
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$413K

Top Sells

1 +$1.76M
2 +$1.17M
3 +$951K
4
VUG icon
Vanguard Growth ETF
VUG
+$697K
5
VTV icon
Vanguard Value ETF
VTV
+$641K

Sector Composition

1 Technology 3.32%
2 Healthcare 2.07%
3 Financials 1.36%
4 Industrials 0.91%
5 Consumer Discretionary 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$20.4K ﹤0.01%
+150
252
$20.2K ﹤0.01%
180
253
$20.2K ﹤0.01%
201
+92
254
$20.1K ﹤0.01%
200
255
$19.6K ﹤0.01%
463
256
$19.6K ﹤0.01%
+196
257
$19.3K ﹤0.01%
235
+83
258
$19.2K ﹤0.01%
1,313
259
$18.9K ﹤0.01%
+1,266
260
$18.4K ﹤0.01%
401
-221
261
$17.7K ﹤0.01%
106
262
$17.6K ﹤0.01%
212
263
$17.4K ﹤0.01%
278
+200
264
$17.1K ﹤0.01%
50
265
$16.9K ﹤0.01%
50
-41
266
$16.9K ﹤0.01%
591
267
$16.8K ﹤0.01%
226
268
$16.7K ﹤0.01%
352
269
$15.7K ﹤0.01%
50
270
$15.7K ﹤0.01%
150
271
$15.5K ﹤0.01%
130
272
$15.3K ﹤0.01%
37
273
$15K ﹤0.01%
658
274
$15K ﹤0.01%
50
275
$14.8K ﹤0.01%
162