CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
-3.14%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$149M
AUM Growth
-$1.48M
(-0.99%)
Cap. Flow
+$3.42M
Cap. Flow
% of AUM
2.3%
Top 10 Holdings %
Top 10 Hldgs %
62.34%
Holding
161
New
6
Increased
37
Reduced
20
Closed
3
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$137K |
| 2 |
iShares Russell 1000 ETF
IWB
|
$100K |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$82.4K |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$71.8K |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$57.1K |
Sector Composition
| 1 | Consumer Discretionary | 0.87% |
| 2 | Healthcare | 0.8% |
| 3 | Technology | 0.65% |
| 4 | Consumer Staples | 0.62% |
| 5 | Financials | 0.39% |
