CWA
Cornerstone Wealth Advisors Portfolio holdings
AUM
$434M
1-Year Est. Return
11.97%
This Fund
S&P 500
1 Year Est. Return
+11.97%
AUM
$434M
AUM Growth
+$4.3M
(+1%)
Holding
51
Top Buys
| 1 | +$5.99M | |
| 2 | +$5.77M | |
| 3 | +$3.19M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.32M |
| 5 |
Vanguard Growth ETF
VUG
|
+$1.03M |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.16M | |
| 3 | +$483K | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$351K |
| 5 |
Apple
AAPL
|
+$328K |
Sector Composition
| 1 | Financials | 0.62% |
| 2 | Technology | 0.43% |
| 3 | Consumer Discretionary | 0.37% |
| 4 | Healthcare | 0.27% |
| 5 | Consumer Staples | 0.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$211B
| – | – |
-1,564
|
|