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
$823M
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.48M
3
+$2.99M
4
AMZN icon
Amazon
AMZN
+$2.57M
5
ADM icon
Archer Daniels Midland
ADM
+$2.51M

Top Sells

1
+$6.04M
2
+$3.68M
3
+$3.41M
4
IYW icon
iShares US Technology ETF
IYW
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Sector Composition

1 Industrials 5.78%
2 Consumer Staples 4.61%
3 Financials 3.94%
4 Technology 3.78%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$505K 0.06%
+8,530
277
$505K 0.06%
+5,683
278
$491K 0.06%
7,872
-17,846
279
$490K 0.06%
+675
280
$488K 0.06%
18,324
+8,325
281
$485K 0.06%
+2,566
282
$471K 0.06%
+2,207
283
$462K 0.06%
12,367
-492
284
$457K 0.06%
7,466
+703
285
$456K 0.06%
11,106
-2,878
286
$455K 0.06%
4,935
-305
287
$452K 0.05%
+637
288
$449K 0.05%
7,276
-302
289
$446K 0.05%
+4,993
290
$440K 0.05%
+213
291
$432K 0.05%
+1,142
292
$428K 0.05%
+11,548
293
$427K 0.05%
+1,091
294
$425K 0.05%
+1,274
295
$422K 0.05%
+372
296
$422K 0.05%
3,296
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297
$422K 0.05%
5,758
+638
298
$421K 0.05%
+2,274
299
$417K 0.05%
22,460
+90
300
$416K 0.05%
1,842
+223
10 11
12
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