CWA
Cornerstone Wealth Advisors Portfolio holdings
AUM
$387M
This Quarter Return
+7.71%
1 Year Return
+10.82%
3 Year Return
+36.53%
5 Year Return
–
10 Year Return
–
AUM
$309M
AUM Growth
+$309M
(+8.9%)
Cap. Flow
+$4.29M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
82.43%
Holding
47
New
3
Increased
15
Reduced
19
Closed
2
Top Buys
| 1 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$5.83M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.71M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.36M |
| 4 |
Schwab International Equity ETF
SCHF
|
$675K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$571K |
Top Sells
| 1 |
Schwab US REIT ETF
SCHH
|
$4.56M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
$2.22M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$683K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
$543K |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$439K |
Sector Composition
| 1 | Financials | 1.06% |
| 2 | Technology | 0.76% |
| 3 | Consumer Discretionary | 0.53% |
| 4 | Healthcare | 0.47% |
| 5 | Consumer Staples | 0.09% |
