CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+0.74%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$259M
AUM Growth
+$4.26M
(+1.7%)
Cap. Flow
+$2.85M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
44.15%
Holding
250
New
8
Increased
33
Reduced
44
Closed
5
Top Buys
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$299K |
| 2 |
Vanguard Growth ETF
VUG
|
$272K |
| 3 |
Vanguard Mid-Cap Value ETF
VOE
|
$220K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$215K |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$207K |
Sector Composition
| 1 | Healthcare | 0.65% |
| 2 | Consumer Discretionary | 0.46% |
| 3 | Technology | 0.44% |
| 4 | Financials | 0.34% |
| 5 | Consumer Staples | 0.3% |
