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CWM

Cranbrook Wealth Management Portfolio holdings

AUM $492M
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$667K
3
+$619K
4
GSG icon
iShares S&P GSCI Commodity-Indexed Trust
GSG
+$559K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$524K

Top Sells

1
+$221K
2
+$189K
3
+$123K
4
IYM icon
iShares US Basic Materials ETF
IYM
+$107K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$91.9K

Sector Composition

1 Healthcare 0.89%
2 Consumer Staples 0.81%
3 Consumer Discretionary 0.8%
4 Technology 0.56%
5 Financials 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
35
202
$1K ﹤0.01%
9
-68
203
$1K ﹤0.01%
150
204
$1K ﹤0.01%
37
205
$1K ﹤0.01%
37
206
$1K ﹤0.01%
14
207
$1K ﹤0.01%
940
208
$1K ﹤0.01%
31
209
$1K ﹤0.01%
143
210
$1K ﹤0.01%
19
211
$1K ﹤0.01%
18
-136
212
$1K ﹤0.01%
44
213
$0 ﹤0.01%
11
214
– –
0
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$0 ﹤0.01%
6
216
$0 ﹤0.01%
1
217
$0 ﹤0.01%
2
-8
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$0 ﹤0.01%
55
219
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-150
220
– –
0
221
$0 ﹤0.01%
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222
$0 ﹤0.01%
+2
223
$0 ﹤0.01%
2
224
– –
-74
225
– –
0
6 7 8
9
10