CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+6.52%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$438M
AUM Growth
+$31.9M
(+7.9%)
Cap. Flow
+$6.33M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
52.19%
Holding
382
New
70
Increased
81
Reduced
68
Closed
6
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.83M |
| 2 |
Apple
AAPL
|
$1.41M |
| 3 |
Abbott
ABT
|
$1.05M |
| 4 |
AbbVie
ABBV
|
$965K |
| 5 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$645K |
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$527K |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$355K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$345K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$313K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$284K |
Sector Composition
| 1 | Technology | 3.31% |
| 2 | Healthcare | 2.48% |
| 3 | Financials | 1.2% |
| 4 | Industrials | 0.85% |
| 5 | Consumer Discretionary | 0.58% |
