CWM

Cranbrook Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 14.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.36%
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
+$1.56M
2
+$676K
3
+$497K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$466K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$311K

Top Sells

1
+$641K
2
+$423K
3
+$295K
4
ABT icon
Abbott
ABT
+$277K
5
VUG icon
Vanguard Growth ETF
VUG
+$273K

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
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