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
301
$416K 0.05%
2,336
-11,812
302
$416K 0.05%
+2,471
303
$412K 0.05%
18,013
-1,199
304
$407K 0.05%
+637
305
$403K 0.05%
+8,401
306
$403K 0.05%
13,143
-225
307
$401K 0.05%
+3,355
308
$398K 0.05%
1,819
-11
309
$397K 0.05%
3,200
+379
310
$396K 0.05%
+6,960
311
$395K 0.05%
9,318
+234
312
$393K 0.05%
+5,077
313
$392K 0.05%
+4,892
314
$391K 0.05%
+1,078
315
$390K 0.05%
2,312
-10,096
316
$390K 0.05%
+4,113
317
$388K 0.05%
+2,247
318
$388K 0.05%
8,555
+975
319
$387K 0.05%
+4,752
320
$384K 0.05%
+1,561
321
$381K 0.05%
6,478
+1,281
322
$381K 0.05%
+6,113
323
$379K 0.05%
+3,298
324
$378K 0.05%
+11,115
325
$377K 0.05%
+1,564
11 12
13
14 15