CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$498M
1-Year Est. Return
12.26%
1 Year Est. Return
+12.26%
AUM
$469M
AUM Growth
+$38.2M
(+8.9%)
Holding
453
Top Buys
| 1 | +$3.17M | |
| 2 | +$1.55M | |
| 3 | +$796K | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$757K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$749K |
Top Sells
| 1 | +$853K | |
| 2 | +$611K | |
| 3 | +$372K | |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$356K |
| 5 |
iShares Gold Trust
IAU
|
+$282K |
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Healthcare | 2.1% |
| 3 | Financials | 1.39% |
| 4 | Industrials | 0.85% |
| 5 | Consumer Discretionary | 0.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
SPDR S&P Homebuilders ETF
XHB
$1.81B
| – | – |
-11
|
|
||
452
Xerox
XRX
$415M
| – | – |
-178
|
|
||
453
GE Vernova
GEV
$168B
| – | – |
-7
|
|