CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Return
15%
This Quarter Return
-10.72%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$468M
AUM Growth
-$7.48B
(-94%)
Cap. Flow
-$221B
Cap. Flow
% of AUM
-47,116.36%
Top 10 Holdings %
Top 10 Hldgs %
31.81%
Holding
1,329
New
44
Increased
2
Reduced
285
Closed
993
Top Buys
| 1 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$3.56M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$3.2M |
| 3 |
iShares US Equity Factor ETF
LRGF
|
+$1.64M |
| 4 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
+$1.64M |
| 5 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$1.56M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$172B |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$7.19B |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$3.17B |
| 4 |
Apple
AAPL
|
+$2.26B |
| 5 |
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% |
