CWM

Cranbrook Wealth Management Portfolio holdings

AUM $498M
1-Year Est. Return 12.26%
This Quarter Est. Return
1 Year Est. Return
+12.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.01M
3
+$813K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$676K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$618K

Top Sells

1
+$404K
2
+$217K
3
+$181K
4
MXI icon
iShares Global Materials ETF
MXI
+$99.7K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$94K

Sector Composition

1 Financials 9.7%
2 Healthcare 0.8%
3 Consumer Discretionary 0.47%
4 Technology 0.37%
5 Consumer Staples 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.01%
540
152
$33K 0.01%
359
153
$32K 0.01%
212
154
$30K 0.01%
1,031
+7
155
$29K 0.01%
+456
156
$28K 0.01%
599
157
$28K 0.01%
1,100
158
$28K 0.01%
449
159
$27K 0.01%
509
160
$27K 0.01%
+1,313
161
$25K 0.01%
144
162
$25K 0.01%
397
163
$24K 0.01%
960
164
$23K 0.01%
160
165
$23K 0.01%
205
166
$22K 0.01%
733
167
$21K 0.01%
760
168
$20K 0.01%
191
169
$20K 0.01%
349
170
$20K 0.01%
1,005
171
$19K 0.01%
80
172
$18K 0.01%
139
173
$18K 0.01%
589
174
$18K 0.01%
686
175
$17K 0.01%
92
5 6
7
8 9