CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+3.58%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$241M
AUM Growth
+$11.1M
(+4.8%)
Cap. Flow
+$2.74M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
45.29%
Holding
255
New
4
Increased
24
Reduced
50
Closed
14
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.07M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$1.04M |
| 3 |
Vanguard Value ETF
VTV
|
$891K |
| 4 |
Vanguard Growth ETF
VUG
|
$426K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
$303K |
Sector Composition
| 1 | Healthcare | 0.65% |
| 2 | Technology | 0.45% |
| 3 | Consumer Discretionary | 0.4% |
| 4 | Financials | 0.38% |
| 5 | Consumer Staples | 0.37% |
