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
$360M
AUM Growth
-$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$1.36M
2 +$762K
3 +$413K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$401K
5
CGUS icon
Capital Group Core Equity ETF
CGUS
+$315K

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 Change
in Stake
Capital Flow
51
-2