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
276
$262K 0.06%
5,657
-469,542
277
$261K 0.06%
+9,084
278
$258K 0.06%
+7,855
279
$257K 0.05%
1,619
-419,338
280
$256K 0.05%
6,387
-160,884
281
$255K 0.05%
2,208
-332,774
282
$255K 0.05%
+10,784
283
$254K 0.05%
32,841
-751,047
284
$254K 0.05%
25,494
-875,904
285
$254K 0.05%
3,951
-49,063
286
$253K 0.05%
+10,686
287
$251K 0.05%
6,935
-1,160,300
288
$250K 0.05%
+10,729
289
$249K 0.05%
3,624
-309,172
290
$249K 0.05%
+10,814
291
$245K 0.05%
4,724
-32,303
292
$243K 0.05%
5,120
-1,017,169
293
$242K 0.05%
1,830
-208,284
294
$242K 0.05%
6,124
-305,859
295
$242K 0.05%
+16,793
296
$240K 0.05%
+4,059
297
$237K 0.05%
10,320
-3,287,760
298
$233K 0.05%
+2,396
299
$232K 0.05%
12,485
-207,937
300
$231K 0.05%
2,023
-224,995
10 11
12
13 14