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
$552M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.69M
3
+$9.68M
4
T icon
AT&T
T
+$5.87M
5
SNY icon
Sanofi
SNY
+$5.36M

Top Sells

1
+$19.8M
2
+$9.17M
3
+$8.76M
4
VZ icon
Verizon
VZ
+$8.29M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$7.97M

Sector Composition

1 Technology 14.92%
2 Healthcare 9.36%
3 Financials 7.51%
4 Consumer Staples 6.79%
5 Consumer Discretionary 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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155
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157
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-2,299
158
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-255,384
159
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-157,195
160
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-142,580
161
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-7,235
3 4 5 6
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