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

Top Buys

1
+$758K
2
+$682K
3
+$677K
4
VTV icon
Vanguard Value ETF
VTV
+$638K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$580K

Top Sells

1
+$592K
2
+$419K
3
+$153K
4
VAW icon
Vanguard Materials ETF
VAW
+$130K
5
JPM icon
JPMorgan Chase
JPM
+$124K

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
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10