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
$524M
AUM Growth
-$8.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Sells

1 +$3.01M
2 +$2.56M
3 +$1.89M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$913K
5
BDX icon
Becton Dickinson
BDX
+$756K

Sector Composition

1 Technology 4.39%
2 Financials 3.46%
3 Consumer Staples 3.18%
4 Industrials 2.91%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$248K 0.05%
+1,040
327
$248K 0.05%
10,024
-1,574
328
$247K 0.05%
4,238
+1
329
$246K 0.05%
+2,679
330
$241K 0.05%
15,093
+1,152
331
$240K 0.05%
7,110
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332
$234K 0.04%
5,870
-237
333
$234K 0.04%
4,550
-15
334
$232K 0.04%
+3,653
335
$231K 0.04%
+1,427
336
$231K 0.04%
1,363
-154
337
$229K 0.04%
+2,055
338
$229K 0.04%
14,565
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339
$225K 0.04%
9,159
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340
$224K 0.04%
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341
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342
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5,238
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344
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345
$218K 0.04%
12,527
346
$218K 0.04%
4,054
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347
$216K 0.04%
1,469
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348
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349
$214K 0.04%
5,316
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350
$213K 0.04%
+988