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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
$441M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.1M
3
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$951K
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$714K

Top Sells

1
+$1M
2
+$662K
3
+$388K
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$328K
5
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$305K

Sector Composition

1 Financials 1.83%
2 Technology 0.94%
3 Healthcare 0.67%
4 Consumer Discretionary 0.48%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
0
427
$0 ﹤0.01%
5
428
$0 ﹤0.01%
3
429
$0 ﹤0.01%
+3
430
$0 ﹤0.01%
3
431
$0 ﹤0.01%
47
432
$0 ﹤0.01%
6
433
– –
-532
434
$0 ﹤0.01%
1
435
$0 ﹤0.01%
2
436
$0 ﹤0.01%
6
437
$0 ﹤0.01%
1
438
$0 ﹤0.01%
2
439
– –
-5
440
– –
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