CWA

Cornerstone Wealth Advisors Portfolio holdings

AUM $413M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$289M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$4.75M
3
+$2.58M
4
TSLA icon
Tesla
TSLA
+$1.41M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.12M

Top Sells

1
+$3.56M
2
+$2.58M
3
+$1.96M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$921K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$783K

Sector Composition

1 Financials 1.1%
2 Consumer Discretionary 0.49%
3 Technology 0.36%
4 Consumer Staples 0.21%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$974K 0.34%
19,025
-1,985
27
$829K 0.29%
3,641
28
$761K 0.26%
4,361
-163
29
$609K 0.21%
25,734
-6,666
30
$450K 0.16%
9,961
-377
31
$427K 0.15%
5,807
-25
32
$400K 0.14%
975
33
$383K 0.13%
15,456
-3,738
34
$375K 0.13%
2,239
-621
35
$330K 0.11%
5,728
+326
36
$302K 0.1%
2,424
-16
37
$294K 0.1%
3,850
38
$289K 0.1%
2,450
39
$273K 0.09%
657
40
$234K 0.08%
1,101
-35
1
2