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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
$346M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.17M
3
+$959K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$485K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$450K

Top Sells

1
+$3.78M
2
+$1.33M
3
+$534K
4
RFDI icon
First Trust RiverFront Dynamic Developed International ETF
RFDI
+$529K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$399K

Sector Composition

1 Financials 3.32%
2 Healthcare 0.65%
3 Technology 0.53%
4 Consumer Discretionary 0.48%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
2
277
$0 ﹤0.01%
3
278
$0 ﹤0.01%
2
279
– –
0
280
$0 ﹤0.01%
1
281
$0 ﹤0.01%
5
282
$0 ﹤0.01%
3
283
$0 ﹤0.01%
3
284
$0 ﹤0.01%
6
285
$0 ﹤0.01%
1
286
$0 ﹤0.01%
6
287
$0 ﹤0.01%
2
288
$0 ﹤0.01%
92
-239
289
– –
-200
290
– –
-102
291
$0 ﹤0.01%
113
292
$0 ﹤0.01%
47
8 9 10 11
12