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
301
$5.38M 0.06%
+61,728
302
$5.34M 0.06%
+161,260
303
$5.33M 0.06%
209,323
+203,994
304
$5.31M 0.06%
402,560
+397,272
305
$5.24M 0.06%
+98,809
306
$5.23M 0.06%
713,364
+708,182
307
$5.21M 0.06%
+356,364
308
$5.19M 0.06%
742,195
+737,050
309
$5.17M 0.06%
484,716
+478,801
310
$5.17M 0.06%
+145,871
311
$5.16M 0.06%
273,430
+268,259
312
$5.16M 0.06%
336,183
+331,522
313
$5.12M 0.06%
808,358
+803,376
314
$5.11M 0.06%
364,049
+359,060
315
$5.09M 0.06%
+53,798
316
$5.07M 0.06%
671,334
+666,378
317
$5.06M 0.06%
+122,759
318
$5.03M 0.06%
215,732
+211,470
319
$5.03M 0.06%
430,412
+425,372
320
$5M 0.06%
+116,242
321
$4.97M 0.06%
733,803
+718,710
322
$4.97M 0.06%
+51,011
323
$4.94M 0.06%
235,633
+230,861
324
$4.87M 0.05%
203,106
+197,790
325
$4.86M 0.05%
379,041
+374,047