CWA
Cornerstone Wealth Advisors Portfolio holdings
AUM
$430M
1-Year Est. Return
12.68%
1 Year Est. Return
+12.68%
AUM
$430M
AUM Growth
+$16.9M
(+4.1%)
Holding
52
Top Buys
| 1 | +$3.53M | |
| 2 | +$2.97M | |
| 3 | +$2.67M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$2.05M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
+$911K |
Top Sells
| 1 | +$1.2M | |
| 2 | +$212K | |
| 3 | +$177K | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$135K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$88.3K |
Sector Composition
| 1 | Financials | 1.07% |
| 2 | Technology | 0.57% |
| 3 | Consumer Discretionary | 0.43% |
| 4 | Healthcare | 0.31% |
| 5 | Consumer Staples | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE All-World ex-US ETF
VEU
$56.5B
| $221K | 0.05% |
3,008
-25
|
|
||
52
iShares Silver Trust
SLV
$46.7B
| – | – |
-5,000
|
|