CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
-4%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$338M
AUM Growth
-$20.5M
(-5.7%)
Cap. Flow
-$6.17M
Cap. Flow
% of AUM
-1.82%
Top 10 Holdings %
Top 10 Hldgs %
52.81%
Holding
292
New
9
Increased
37
Reduced
49
Closed
5
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.98M |
| 2 |
Amazon
AMZN
|
$826K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$766K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$428K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$340K |
Top Sells
Sector Composition
| 1 | Technology | 1.73% |
| 2 | Consumer Discretionary | 0.73% |
| 3 | Healthcare | 0.66% |
| 4 | Financials | 0.43% |
| 5 | Utilities | 0.4% |
