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
$366M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.42M
2 +$6.11M
3 +$3.06M
4
STLD icon
Steel Dynamics
STLD
+$2.61M
5
EMN icon
Eastman Chemical
EMN
+$2.58M

Top Sells

1 +$27.2M
2 +$20M
3 +$18.9M
4
IBB icon
iShares Biotechnology ETF
IBB
+$4.37M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.85M

Sector Composition

1 Technology 10.03%
2 Consumer Staples 6.22%
3 Utilities 5.58%
4 Industrials 4.12%
5 Communication Services 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,500
152
-15,185
153
-38,314