CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.87B
AUM Growth
+$8.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Sells

1 +$848K
2 +$576K
3 +$568K
4
EWO icon
iShares MSCI Austria ETF
EWO
+$522K
5
THD icon
iShares MSCI Thailand ETF
THD
+$506K

Sector Composition

1 Financials 5.22%
2 Technology 3%
3 Consumer Staples 2.99%
4 Industrials 2.88%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$8.4M 0.09%
551,189
+542,315
227
$8.39M 0.09%
553,704
+545,530
228
$8.37M 0.09%
416,056
+406,704
229
$8.22M 0.09%
1,532,621
+1,525,075
230
$8.22M 0.09%
849,573
+843,808
231
$8.16M 0.09%
+28,958
232
$8.05M 0.09%
852,658
+844,584
233
$8.02M 0.09%
887,030
+879,174
234
$7.98M 0.09%
463,899
+456,469
235
$7.93M 0.09%
4,826,888
+4,767,152
236
$7.84M 0.09%
+241,690
237
$7.84M 0.09%
+73,517
238
$7.74M 0.09%
+113,242
239
$7.73M 0.09%
341,952
+334,717
240
$7.67M 0.09%
316,163
+308,876
241
$7.62M 0.09%
1,078,165
+1,070,519
242
$7.51M 0.08%
451,954
+441,916
243
$7.5M 0.08%
+15,375
244
$7.43M 0.08%
+80,214
245
$7.41M 0.08%
+186,394
246
$7.38M 0.08%
+13,810
247
$7.38M 0.08%
321,576
+314,834
248
$7.37M 0.08%
617,257
+608,766
249
$7.25M 0.08%
339,741
+331,494
250
$7.2M 0.08%
255,562
+248,942