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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
$259M
AUM Growth
+$4.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$837K
3
+$803K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$683K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$550K

Top Sells

1
+$294K
2
+$267K
3
+$229K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$220K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$213K

Sector Composition

1 Healthcare 0.65%
2 Consumer Discretionary 0.46%
3 Technology 0.44%
4 Financials 0.34%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
150
202
$2K ﹤0.01%
64
203
$2K ﹤0.01%
84
204
$2K ﹤0.01%
113
205
$1K ﹤0.01%
25
206
$1K ﹤0.01%
19
207
$1K ﹤0.01%
+12
208
$1K ﹤0.01%
18
209
$1K ﹤0.01%
9
210
$1K ﹤0.01%
155
211
$1K ﹤0.01%
+42
212
$1K ﹤0.01%
1,320
213
$1K ﹤0.01%
37
214
$1K ﹤0.01%
19
215
$1K ﹤0.01%
35
216
$1K ﹤0.01%
11
217
$1K ﹤0.01%
9
218
$1K ﹤0.01%
40
219
$1K ﹤0.01%
77
220
– –
0
221
– –
0
222
– –
-4,697
223
$0 ﹤0.01%
1
224
$0 ﹤0.01%
1
225
$0 ﹤0.01%
2
6 7 8
9
10