CWG
Cornerstone Wealth Group Portfolio holdings
AUM
$1.55B
1-Year Est. Return
22.39%
This Fund
S&P 500
1 Year Est. Return
+22.39%
AUM
$698M
AUM Growth
+$134M
(+24%)
Holding
159
Top Buys
| 1 | +$39M | |
| 2 | +$28.2M | |
| 3 | +$19M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$12M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$12M |
Top Sells
| 1 | +$14.7M | |
| 2 | +$11.6M | |
| 3 | +$8.91M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$7.94M |
| 5 |
iShares Core MSCI International Developed Markets ETF
IDEV
|
+$6.15M |
Sector Composition
| 1 | Technology | 13.27% |
| 2 | Financials | 7.13% |
| 3 | Healthcare | 6.12% |
| 4 | Consumer Staples | 4.9% |
| 5 | Consumer Discretionary | 4.01% |