CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
This Quarter Return
+5.59%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$395M
AUM Growth
+$395M
(+5.6%)
Cap. Flow
+$5.52M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
54.07%
Holding
313
New
6
Increased
50
Reduced
49
Closed
19
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.54M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.46M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.55M |
| 4 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$660K |
| 5 |
First Merchants
FRME
|
$375K |
Top Sells
Sector Composition
| 1 | Technology | 1.81% |
| 2 | Financials | 0.84% |
| 3 | Consumer Discretionary | 0.7% |
| 4 | Healthcare | 0.66% |
| 5 | Utilities | 0.36% |
