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
251
$7.2M 0.08%
764,158
+758,734
252
$7.17M 0.08%
2,409,747
+2,402,561
253
$7.15M 0.08%
730,774
+721,937
254
$7.13M 0.08%
1,175,580
+1,167,847
255
$7.08M 0.08%
480,509
+473,486
256
$7.06M 0.08%
193,274
+184,115
257
$6.96M 0.08%
186,392
+177,916
258
$6.93M 0.08%
727,128
+720,501
259
$6.84M 0.08%
830,283
+827,657
260
$6.72M 0.08%
329,800
+323,945
261
$6.7M 0.08%
1,324,080
+1,317,472
262
$6.65M 0.08%
+193,082
263
$6.6M 0.07%
216,568
+209,972
264
$6.47M 0.07%
356,980
+350,320
265
$6.42M 0.07%
413,580
+407,788
266
$6.39M 0.07%
+70,088
267
$6.34M 0.07%
453,338
+447,380
268
$6.25M 0.07%
298,948
+292,584
269
$6.23M 0.07%
245,979
+238,624
270
$6.21M 0.07%
+20,693
271
$6.21M 0.07%
+311,333
272
$6.21M 0.07%
1,258,216
+1,246,520
273
$6.18M 0.07%
+171,381
274
$6.17M 0.07%
+157,409
275
$6.16M 0.07%
+197,384