CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+2.98%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$171M
AUM Growth
+$9.12M
(+5.6%)
Cap. Flow
+$4.78M
Cap. Flow
% of AUM
2.8%
Top 10 Holdings %
Top 10 Hldgs %
58.5%
Holding
241
New
5
Increased
41
Reduced
39
Closed
5
Top Buys
Top Sells
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$225K |
| 2 |
iShares Global Materials ETF
MXI
|
$187K |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$127K |
| 4 |
iShares US Basic Materials ETF
IYM
|
$106K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$92.2K |
Sector Composition
| 1 | Healthcare | 0.89% |
| 2 | Consumer Staples | 0.81% |
| 3 | Consumer Discretionary | 0.8% |
| 4 | Technology | 0.56% |
| 5 | Financials | 0.51% |
