CWA
Cornerstone Wealth Advisors Portfolio holdings
AUM
$413M
1-Year Est. Return
10.81%
1 Year Est. Return
+10.81%
AUM
$413M
AUM Growth
+$26.2M
(+6.8%)
Holding
51
Top Buys
| 1 | +$4.67M | |
| 2 | +$2.54M | |
| 3 | +$2.25M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$1.87M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$371K |
Top Sells
| 1 | +$2.59M | |
| 2 | +$984K | |
| 3 | +$584K | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$502K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$321K |
Sector Composition
| 1 | Financials | 1.13% |
| 2 | Technology | 0.59% |
| 3 | Consumer Discretionary | 0.45% |
| 4 | Healthcare | 0.3% |
| 5 | Consumer Staples | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Silver Trust
SLV
$25.3B
| $212K | 0.05% |
+5,000
|
|