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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
201
$488K 0.03%
7,809
-651
202
$485K 0.03%
17,783
-422
203
$483K 0.03%
10,703
+3
204
$476K 0.03%
17,955
205
$471K 0.03%
16,700
-1
206
$471K 0.03%
14,027
-6,992
207
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2,305
208
$468K 0.03%
4,340
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209
$468K 0.03%
8,130
210
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211
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212
$455K 0.03%
19,534
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213
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10,451
+1,442
214
$432K 0.03%
2,503
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215
$425K 0.03%
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216
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217
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219
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220
$400K 0.03%
12,282
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221
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1,144
-71
222
$398K 0.03%
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+106
223
$397K 0.03%
10,094
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224
$396K 0.03%
1,142
+272
225
$395K 0.03%
5,919
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10 11