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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
$174M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Buys

1
+$759K
2
+$717K
3
+$715K
4
VTV icon
Vanguard Value ETF
VTV
+$653K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$588K

Top Sells

1
+$589K
2
+$429K
3
+$154K
4
VAW icon
Vanguard Materials ETF
VAW
+$135K
5
JPM icon
JPMorgan Chase
JPM
+$120K

Sector Composition

1 Healthcare 0.81%
2 Consumer Staples 0.7%
3 Consumer Discretionary 0.69%
4 Technology 0.54%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1K ﹤0.01%
35
202
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9
203
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143
204
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25
205
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19
206
$1K ﹤0.01%
18
207
$1K ﹤0.01%
150
208
$1K ﹤0.01%
37
209
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44
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37
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14
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$0 ﹤0.01%
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6 7 8
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10