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
276
$6.15M 0.07%
516,177
+510,124
277
$6.14M 0.07%
+191,969
278
$6.13M 0.07%
855,653
+850,438
279
$6.12M 0.07%
1,308,548
+1,296,686
280
$6.1M 0.07%
350,937
+293,057
281
$6.03M 0.07%
306,446
+301,265
282
$6.02M 0.07%
640,250
+630,653
283
$6.02M 0.07%
+764
284
$5.94M 0.07%
+602,231
285
$5.94M 0.07%
452,686
+446,857
286
$5.83M 0.07%
307,279
+301,132
287
$5.8M 0.07%
+165,299
288
$5.78M 0.07%
366,080
+359,420
289
$5.77M 0.07%
369,544
+364,828
290
$5.75M 0.06%
763,083
+757,158
291
$5.74M 0.06%
+280,674
292
$5.57M 0.06%
+144,734
293
$5.54M 0.06%
+71,696
294
$5.51M 0.06%
545,560
+540,800
295
$5.5M 0.06%
271,472
+265,152
296
$5.46M 0.06%
+31,692
297
$5.43M 0.06%
+90,720
298
$5.43M 0.06%
+88,238
299
$5.42M 0.06%
+34,747
300
$5.42M 0.06%
+105,612