CWA
Cornerstone Wealth Advisors Portfolio holdings
AUM
$387M
This Quarter Return
+3.2%
1 Year Return
+10.82%
3 Year Return
+36.53%
5 Year Return
–
10 Year Return
–
AUM
$265M
AUM Growth
–
Cap. Flow
+$265M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
80.44%
Holding
37
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$67.4M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$34.7M |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$23.7M |
| 4 |
Vanguard Growth ETF
VUG
|
$19.7M |
| 5 |
Vanguard Value ETF
VTV
|
$18.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.86% |
| 2 | Technology | 0.28% |
| 3 | Industrials | 0.13% |
| 4 | Consumer Staples | 0.09% |
