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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$41.9M
3
+$35.1M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$33.7M
5
BND icon
Vanguard Total Bond Market
BND
+$28.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.85%
2 Consumer Staples 4.27%
3 Financials 3.93%
4 Industrials 3.64%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$732K 0.07%
+21,155
227
$729K 0.07%
+6,863
228
$709K 0.07%
+9,839
229
$704K 0.07%
+20,291
230
$699K 0.07%
+66,900
231
$696K 0.07%
+16,480
232
$692K 0.07%
+10,466
233
$688K 0.07%
+8,296
234
$671K 0.07%
+3,469
235
$669K 0.07%
+36,578
236
$658K 0.06%
+52,758
237
$648K 0.06%
+12,800
238
$645K 0.06%
+2,820
239
$644K 0.06%
+9,287
240
$643K 0.06%
+26,182
241
$641K 0.06%
+6,646
242
$639K 0.06%
+8,939
243
$639K 0.06%
+6,303
244
$635K 0.06%
+5,521
245
$632K 0.06%
+12,063
246
$631K 0.06%
+6,212
247
$631K 0.06%
+6,332
248
$630K 0.06%
+60,540
249
$626K 0.06%
+2,738
250
$625K 0.06%
+11,445
8 9
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