CWM

Cranbrook Wealth Management Portfolio holdings

AUM $498M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$431M
AUM Growth
-$938K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$681K
3
+$453K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$431K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$296K

Top Sells

1
+$615K
2
+$423K
3
+$289K
4
MRK icon
Merck
MRK
+$283K
5
VUG icon
Vanguard Growth ETF
VUG
+$251K

Sector Composition

1 Technology 2.96%
2 Healthcare 2.26%
3 Financials 1.37%
4 Industrials 0.87%
5 Consumer Discretionary 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.92K ﹤0.01%
50
277
$9.79K ﹤0.01%
228
278
$9.77K ﹤0.01%
151
279
$9.66K ﹤0.01%
+32
280
$9.59K ﹤0.01%
25
281
$9.48K ﹤0.01%
94
-25
282
$9.43K ﹤0.01%
139
+61
283
$9.4K ﹤0.01%
37
284
$9.35K ﹤0.01%
5
285
$9.35K ﹤0.01%
12
286
$9.21K ﹤0.01%
106
-106
287
$9.05K ﹤0.01%
29
-6
288
$8.8K ﹤0.01%
16
289
$8.6K ﹤0.01%
600
290
$8.2K ﹤0.01%
1,050
-300
291
$7.68K ﹤0.01%
+225
292
$7.4K ﹤0.01%
36
293
$7.28K ﹤0.01%
200
294
$6.92K ﹤0.01%
5
295
$6.92K ﹤0.01%
7
296
$6.83K ﹤0.01%
207
297
$6.81K ﹤0.01%
14
298
$6.8K ﹤0.01%
10
299
$6.79K ﹤0.01%
21
+12
300
$6.78K ﹤0.01%
216
10 11
12
13 14