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CWG

Cornerstone Wealth Group Portfolio holdings

AUM $1.55B
1-Year Est. Return 22.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$4.7M
3
+$4.22M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.03M
5
CLOI icon
VanEck CLO ETF
CLOI
+$3.81M

Top Sells

1
+$7.42M
2
+$4.45M
3
+$3.73M
4
CL icon
Colgate-Palmolive
CL
+$3.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.26M

Sector Composition

1 Technology 22.44%
2 Financials 8.68%
3 Consumer Discretionary 4.97%
4 Healthcare 4.76%
5 Industrials 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$624K 0.04%
2,233
+87
177
$621K 0.04%
13,628
-784
178
$617K 0.04%
144
+1
179
$616K 0.04%
+23,263
180
$610K 0.04%
4,187
+471
181
$601K 0.04%
5,028
-285
182
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15,439
-248
183
$598K 0.04%
13,268
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184
$584K 0.04%
2,472
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185
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21,435
186
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4,277
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187
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7,159
-38,634
188
$563K 0.04%
15,737
189
$554K 0.04%
2,886
190
$549K 0.04%
1,558
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191
$535K 0.04%
692
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$526K 0.04%
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193
$519K 0.04%
20,359
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194
$507K 0.03%
4,860
195
$503K 0.03%
11,963
-1,174
196
$500K 0.03%
2,990
+606
197
$498K 0.03%
1,512
-2
198
$493K 0.03%
17,356
+1,650
199
$490K 0.03%
3,944
+196
200
$489K 0.03%
14,639
+89
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