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
$453M
AUM Growth
-$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$14.8M
3
+$12.1M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$9.88M
5
IVOL icon
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
+$8.49M

Top Sells

1
+$12.7M
2
+$11.7M
3
+$10.9M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$10.9M
5
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$10.6M

Sector Composition

1 Technology 11.98%
2 Healthcare 11.63%
3 Consumer Staples 6.39%
4 Financials 5.54%
5 Utilities 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
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