CWG

Cornerstone Wealth Group Portfolio holdings

AUM $1.33B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$81M
2 +$28.5M
3 +$16.6M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$13.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Top Sells

1 +$12.4M
2 +$4.88M
3 +$4.34M
4
MMM icon
3M
MMM
+$4.3M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.4M

Sector Composition

1 Technology 19.49%
2 Financials 7.18%
3 Healthcare 6.01%
4 Consumer Discretionary 4.46%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-196,253