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
$375M
AUM Growth
+$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$1.25M
3 +$851K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$653K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$547K

Sector Composition

1 Technology 1.75%
2 Consumer Discretionary 0.69%
3 Financials 0.68%
4 Healthcare 0.63%
5 Utilities 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$20.4K 0.01%
+395
202
$19.7K 0.01%
105
203
$18.8K 0.01%
508
204
$18.7K 0.01%
1,313
205
$18.5K ﹤0.01%
323
206
$17.2K ﹤0.01%
148
207
$17.1K ﹤0.01%
1,005
208
$17.1K ﹤0.01%
180
209
$16.8K ﹤0.01%
498
210
$16.7K ﹤0.01%
150
211
$16.3K ﹤0.01%
300
212
$15.9K ﹤0.01%
70
213
$15.8K ﹤0.01%
457
214
$15.4K ﹤0.01%
334
215
$15K ﹤0.01%
591
216
$14.9K ﹤0.01%
25
217
$14.7K ﹤0.01%
401
218
$14.6K ﹤0.01%
320
219
$13.6K ﹤0.01%
+210
220
$13.6K ﹤0.01%
1,000
221
$13K ﹤0.01%
+50
222
$12.9K ﹤0.01%
294
223
$12.5K ﹤0.01%
43
224
$12.5K ﹤0.01%
244
225
$11.9K ﹤0.01%
53
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