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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
$387M
AUM Growth
-$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.25M
3
+$2.08M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.71M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.28M

Top Sells

1
+$880K
2
+$621K
3
+$604K
4
RODM icon
Hartford Multifactor Developed Markets ex-US ETF
RODM
+$476K
5
VUG icon
Vanguard Growth ETF
VUG
+$382K

Sector Composition

1 Technology 0.89%
2 Healthcare 0.57%
3 Financials 0.53%
4 Consumer Discretionary 0.42%
5 Utilities 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
25
302
$1K ﹤0.01%
+10
303
$1K ﹤0.01%
113
304
$1K ﹤0.01%
752
305
$1K ﹤0.01%
27
306
$1K ﹤0.01%
+35
307
$0 ﹤0.01%
1
308
$0 ﹤0.01%
6
309
$0 ﹤0.01%
4
310
– –
-51
311
$0 ﹤0.01%
5
312
$0 ﹤0.01%
1
313
$0 ﹤0.01%
14
314
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315
$0 ﹤0.01%
2
316
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0
317
$0 ﹤0.01%
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318
$0 ﹤0.01%
5
319
$0 ﹤0.01%
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$0 ﹤0.01%
3
321
$0 ﹤0.01%
3
322
$0 ﹤0.01%
47
323
– –
-420
324
– –
-10
325
– –
-53
10 11 12
13
14