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
$1.08B
AUM Growth
+$384M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$81M
2
+$28.5M
3
+$16.6M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$13.4M
5
AAPL icon
Apple
AAPL
+$12.7M

Top Sells

1
+$12.4M
2
+$4.88M
3
+$4.34M
4
MMM icon
3M
MMM
+$4.3M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.4M

Sector Composition

1 Technology 19.49%
2 Financials 7.18%
3 Healthcare 6.01%
4 Consumer Discretionary 4.46%
5 Consumer Staples 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$366K 0.03%
+13,629
177
$349K 0.03%
+2,182
178
$348K 0.03%
648
+73
179
$347K 0.03%
1,936
+557
180
$343K 0.03%
+3,647
181
$343K 0.03%
+8,130
182
$337K 0.03%
+6,722
183
$337K 0.03%
+404
184
$329K 0.03%
4,019
+432
185
$320K 0.03%
+1,554
186
$316K 0.03%
+8,319
187
$310K 0.03%
9,416
188
$306K 0.03%
+3,811
189
$303K 0.03%
+3,526
190
$301K 0.03%
2,169
+145
191
$299K 0.03%
3,211
+718
192
$296K 0.03%
+2,304
193
$294K 0.03%
3,812
-250
194
$292K 0.03%
+5,039
195
$292K 0.03%
5,174
+431
196
$281K 0.03%
+433
197
$276K 0.03%
826
+110
198
$276K 0.03%
+4,831
199
$266K 0.02%
+7,200
200
$261K 0.02%
+1,046
6 7
8
9 10