CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$675M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.18M
3
+$1.97M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.94M
5
BND icon
Vanguard Total Bond Market
BND
+$1.93M

Top Sells

1
+$8.84M
2
+$3.12M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.28M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Sector Composition

1 Technology 8.41%
2 Consumer Staples 4.83%
3 Financials 3.06%
4 Industrials 2.75%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$478K 0.07%
11,513
+454
227
$475K 0.07%
2,805
+40
228
$463K 0.07%
5,391
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229
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230
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3,313
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231
$458K 0.07%
29,190
-88
232
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3,827
-385
233
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4,147
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234
$447K 0.07%
4,370
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235
$441K 0.07%
9,449
+1,833
236
$439K 0.07%
7,098
+2,449
237
$439K 0.07%
2,699
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238
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7,246
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239
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48,067
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240
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241
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243
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4,795
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244
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245
$416K 0.06%
6,031
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246
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7,225
-1,637
247
$410K 0.06%
+18,853
248
$409K 0.06%
4,000
-1,000
249
$403K 0.06%
9,476
+2,833
250
$397K 0.06%
33,377
+2,887
8 9
10
11 12