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
$562M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$11.3M
3
+$9.04M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$8.17M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$8M

Top Sells

1
+$20.4M
2
+$15.6M
3
+$12.8M
4
REM icon
iShares Mortgage Real Estate ETF
REM
+$11.2M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.49M

Sector Composition

1 Technology 12.73%
2 Healthcare 9.58%
3 Financials 8.19%
4 Consumer Staples 6.6%
5 Energy 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-558
152
– –
-3,344
153
– –
-16,968
154
– –
-492,554
155
– –
-5,266
156
– –
-75,273
3 4 5 6
7