CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
+0.57%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$406M
AUM Growth
+$11.1M
(+2.8%)
Cap. Flow
+$10M
Cap. Flow
% of AUM
2.47%
Top 10 Holdings %
Top 10 Hldgs %
52.72%
Holding
317
New
23
Increased
50
Reduced
50
Closed
6
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.03M |
| 2 |
Apple
AAPL
|
$2.19M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.81M |
| 4 |
Microsoft
MSFT
|
$989K |
| 5 |
JPMorgan Chase
JPM
|
$958K |
Top Sells
Sector Composition
| 1 | Technology | 3.06% |
| 2 | Healthcare | 1.68% |
| 3 | Financials | 1.11% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Industrials | 0.61% |
