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
$398M
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$18.9M
3
+$6.46M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$5.99M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$5.4M

Top Sells

1
+$10.6M
2
+$9.96M
3
+$7.36M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$3.45M
5
GLD icon
SPDR Gold Trust
GLD
+$3.28M

Sector Composition

1 Technology 9.97%
2 Consumer Staples 5.59%
3 Utilities 4.74%
4 Healthcare 4.41%
5 Real Estate 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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146
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