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
$407M
AUM Growth
+$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$5.58M
3
+$4.21M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.16M
5
EXPE icon
Expedia Group
EXPE
+$3.82M

Top Sells

1
+$25.5M
2
+$12.4M
3
+$6.66M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.28M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$5.71M

Sector Composition

1 Technology 9.91%
2 Financials 7.86%
3 Consumer Discretionary 7.33%
4 Industrials 6.58%
5 Consumer Staples 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
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