CWA
Cornerstone Wealth Advisors Portfolio holdings
AUM $360M
AUM
$360M
AUM Growth
-$4.17M (-1%)
Cap. Flow
+$5.12M
Cap. Flow % of AUM
1.42%
Top 10 Holdings %Top 10 Hldgs %
85.03%
Holding
52
New
–
Increased
18
Reduced
19
Closed
6
Top Buys
| 1 | $2.84M | |
| 2 | $965K | |
| 3 | $858K | |
| 4 | $804K | |
| 5 | $461K |
Top Sells
| 1 | $762K | |
| 2 | $413K | |
| 3 | $401K | |
| 4 | $118K | |
| 5 | $106K |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Financials | 0.77% |
| 3 | Consumer Discretionary | 0.47% |
| 4 | Healthcare | 0.42% |
| 5 | Consumer Staples | 0.15% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -3,862 | Closed | – |
