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
$468M
AUM Growth
-$7.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$3.2M
3
+$1.64M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.64M
5
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$1.56M

Top Sells

1
+$172B
2
+$7.19B
3
+$3.17B
4
AAPL icon
Apple
AAPL
+$2.26B
5
AMZN icon
Amazon
AMZN
+$1.98B

Sector Composition

1 Technology 4.63%
2 Consumer Staples 3.85%
3 Financials 3.41%
4 Industrials 2.78%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$324K 0.07%
7,162
-372,629
252
$321K 0.07%
7,777
-279,826
253
$317K 0.07%
5,379
-233,120
254
$311K 0.07%
4,640
-367,955
255
$306K 0.07%
2,938
-824,661
256
$306K 0.07%
1,263
-159,079
257
$304K 0.06%
7,534
-235,718
258
$301K 0.06%
2,011
-321,825
259
$300K 0.06%
3,481
-231,170
260
$299K 0.06%
6,302
-398,312
261
$299K 0.06%
3,864
-437,077
262
$296K 0.06%
+3,512
263
$293K 0.06%
8,877
-953
264
$289K 0.06%
5,977
-1,087,726
265
$287K 0.06%
+8,787
266
$283K 0.06%
1,441
-134,726
267
$282K 0.06%
4,999
-114,403
268
$277K 0.06%
+5,520
269
$275K 0.06%
4,417
-408,385
270
$275K 0.06%
8,119
-511,319
271
$270K 0.06%
3,344
-599,685
272
$269K 0.06%
12,539
-215,936
273
$268K 0.06%
6,044
-290,822
274
$265K 0.06%
5,999
-36,877
275
$263K 0.06%
6,048
-321,659
9 10
11
12 13