CWG

Cornerstone Wealth Group Portfolio holdings

AUM $1.48B
1-Year Est. Return 20.85%
This Quarter Est. Return
1 Year Est. Return
+20.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.22B
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.08M
3
+$5.68M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.15M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$5.1M

Top Sells

1
+$20.1M
2
+$7.27M
3
+$5.25M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.75M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.18M

Sector Composition

1 Technology 23.32%
2 Financials 7.46%
3 Healthcare 5.9%
4 Consumer Staples 4.74%
5 Consumer Discretionary 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
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