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
$552M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.23M
3
+$9.22M
4
T icon
AT&T
T
+$5.5M
5
SNY icon
Sanofi
SNY
+$5.37M

Top Sells

1
+$19.8M
2
+$9.17M
3
+$8.76M
4
VZ icon
Verizon
VZ
+$8.33M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$7.97M

Sector Composition

1 Technology 14.92%
2 Healthcare 9.37%
3 Financials 7.5%
4 Consumer Staples 6.79%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.43M 0.98%
70,446
+646
27
$5.42M 0.98%
52,335
+1,249
28
$5.39M 0.98%
18,060
-49
29
$5.37M 0.97%
32,463
+257
30
$5.37M 0.97%
+99,578
31
$5.36M 0.97%
50,014
+277
32
$5.3M 0.96%
28,632
-302
33
$5.27M 0.95%
10,955
+4,902
34
$5.08M 0.92%
50,380
-1,130
35
$4.92M 0.89%
41,061
+35
36
$4.8M 0.87%
+41,660
37
$4.75M 0.86%
61,993
+1,450
38
$4.74M 0.86%
61,509
+152
39
$4.59M 0.83%
72,045
+1,140
40
$4.42M 0.8%
37,110
+532
41
$4.37M 0.79%
94,826
-112
42
$4.25M 0.77%
60,567
+52,396
43
$4.23M 0.77%
76,429
+3,068
44
$4.22M 0.77%
50,085
+1,002
45
$4.22M 0.76%
36,543
+32,863
46
$4.15M 0.75%
48,618
+540
47
$4.11M 0.75%
12,060
+670
48
$4.1M 0.74%
150,902
+4,576
49
$4.09M 0.74%
68,485
+716
50
$4.08M 0.74%
46,278
+1,290
1
2
3 4 5