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

Top Buys

1
+$16.9M
2
+$15.3M
3
+$11.5M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$8.88M
5
BTAL icon
AGF US Market Neutral Anti-Beta Fund
BTAL
+$8.38M

Top Sells

1
+$12.7M
2
+$10.9M
3
+$10.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$10.6M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$9.97M

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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