CWG

Cornerstone Wealth Group Portfolio holdings

AUM $1.46B
1-Year Est. Return 21.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$9.1M
3
+$5.1M
4
PEP icon
PepsiCo
PEP
+$5M
5
CGV icon
Conductor Global Equity Value ETF
CGV
+$3.95M

Top Sells

1
+$25.6M
2
+$8.69M
3
+$8.12M
4
NVDA icon
NVIDIA
NVDA
+$6.91M
5
SO icon
Southern Company
SO
+$5.93M

Sector Composition

1 Technology 22.74%
2 Financials 7.15%
3 Healthcare 6.44%
4 Consumer Staples 4.47%
5 Consumer Discretionary 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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