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
$395M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$3.46M
2 +$1.55M
3 +$660K
4
FRME icon
First Merchants
FRME
+$375K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$339K

Sector Composition

1 Technology 1.81%
2 Financials 0.84%
3 Consumer Discretionary 0.7%
4 Healthcare 0.66%
5 Utilities 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$37K 0.01%
606
+137
177
$36.3K 0.01%
385
-202
178
$33.7K 0.01%
100
179
$31.3K 0.01%
383
180
$30.9K 0.01%
106
181
$30.4K 0.01%
1,005
182
$30.4K 0.01%
500
183
$29.7K 0.01%
60
184
$28.1K 0.01%
658
185
$27.2K 0.01%
210
186
$26.7K 0.01%
400
187
$26.1K 0.01%
150
188
$25.2K 0.01%
600
189
$24.1K 0.01%
589
190
$23.4K 0.01%
66
191
$23.1K 0.01%
540
192
$22.8K 0.01%
250
193
$22.6K 0.01%
143
194
$22.4K 0.01%
139
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$21.8K 0.01%
508
196
$21.8K 0.01%
230
197
$21K 0.01%
237
+3
198
$19.9K 0.01%
150
199
$18.9K ﹤0.01%
323
200
$18.9K ﹤0.01%
6
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