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

Top Buys

1 +$16.1M
2 +$9.17M
3 +$8.76M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$7.97M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$7.84M

Top Sells

1 +$22.2M
2 +$15.1M
3 +$13.2M
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 8.18%
4 Consumer Staples 6.6%
5 Energy 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-3,344
152
-16,968
153
-492,554
154
-5,266
155
-75,273
156
-72,750