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
$399M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$6.86M
3
+$4.92M
4
VZ icon
Verizon
VZ
+$4.06M
5
D icon
Dominion Energy
D
+$3.98M

Top Sells

1
+$6.72M
2
+$5.31M
3
+$5.3M
4
BAC icon
Bank of America
BAC
+$3.97M
5
NWL icon
Newell Brands
NWL
+$2.87M

Sector Composition

1 Utilities 5.18%
2 Consumer Staples 4.57%
3 Technology 4.4%
4 Healthcare 4.02%
5 Consumer Discretionary 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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