CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+3.83%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$253M
AUM Growth
+$11.9M
(+4.9%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
44.36%
Holding
244
New
3
Increased
38
Reduced
36
Closed
3
Top Buys
Top Sells
| 1 |
iShares MSCI EAFE Growth ETF
EFG
|
$1.25M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$1.09M |
| 3 |
Vanguard Mid-Cap Growth ETF
VOT
|
$743K |
| 4 |
Vanguard Value ETF
VTV
|
$453K |
| 5 |
Vanguard Growth ETF
VUG
|
$441K |
Sector Composition
| 1 | Healthcare | 0.64% |
| 2 | Technology | 0.47% |
| 3 | Consumer Discretionary | 0.43% |
| 4 | Financials | 0.39% |
| 5 | Consumer Staples | 0.36% |
