CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
This Quarter Return
+9.29%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$375M
AUM Growth
+$375M
(+11%)
Cap. Flow
+$5.5M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
53.4%
Holding
320
New
33
Increased
66
Reduced
52
Closed
13
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.74M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
$1.25M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$851K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$653K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
$547K |
Top Sells
Sector Composition
| 1 | Technology | 1.75% |
| 2 | Consumer Discretionary | 0.69% |
| 3 | Financials | 0.68% |
| 4 | Healthcare | 0.63% |
| 5 | Utilities | 0.38% |
