CWM
Cranbrook Wealth Management Portfolio holdings
AUM
$469M
1-Year Return
12.68%
This Quarter Return
-1.8%
1 Year Return
+12.68%
3 Year Return
+37.99%
5 Year Return
+57.02%
10 Year Return
+95.13%
AUM
$431M
AUM Growth
-$6.95M
(-1.6%)
Cap. Flow
+$2.35M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
52.26%
Holding
417
New
41
Increased
81
Reduced
47
Closed
5
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$397K |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$298K |
| 3 |
Axcelis
ACLS
|
$280K |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$201K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$177K |
Sector Composition
| 1 | Technology | 3.46% |
| 2 | Healthcare | 2.3% |
| 3 | Financials | 1.35% |
| 4 | Industrials | 0.86% |
| 5 | Consumer Discretionary | 0.59% |
