CWA

Cornerstone Wealth Advisors Portfolio holdings

AUM $413M
1-Year Est. Return 10.81%
This Quarter Est. Return
1 Year Est. Return
+10.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
+$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$4.11M
2 +$2.27M
3 +$1.04M
4
VTV icon
Vanguard Value ETF
VTV
+$516K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$388K

Sector Composition

1 Financials 1.14%
2 Technology 0.95%
3 Consumer Discretionary 0.66%
4 Healthcare 0.4%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.06%
+1,200