CWG
Cornerstone Wealth Group Portfolio holdings
AUM
$1.33B
1-Year Est. Return
18.14%
1 Year Est. Return
+18.14%
AUM
$1.21B
AUM Growth
-$16.8M
(-1.4%)
Holding
306
Top Buys
| 1 | +$21.5M | |
| 2 | +$11.8M | |
| 3 | +$7.58M | |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$7.3M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
+$7.17M |
Top Sells
| 1 | +$26.2M | |
| 2 | +$19.7M | |
| 3 | +$8.92M | |
| 4 |
Intuitive Surgical
ISRG
|
+$6.05M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$5.15M |
Sector Composition
| 1 | Technology | 18.48% |
| 2 | Financials | 8.33% |
| 3 | Healthcare | 5.61% |
| 4 | Consumer Discretionary | 5.43% |
| 5 | Consumer Staples | 5.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
United Rentals
URI
$63.8B
| – | – |
-287
|
|
||
302
Vanguard FTSE Developed Markets ETF
VEA
$178B
| – | – |
-4,357
|
|
||
303
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| – | – |
-4,697
|
|
||
304
Industrial Select Sector SPDR Fund
XLI
$23.6B
| – | – |
-28,102
|
|
||
|
305
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.3B
| – | – |
-22,953
|
|
||
|
UCB
306
United Community Banks
UCB
$3.65B
| – | – |
-8,523
|
|