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
326
$377K 0.05%
11,068
+2,101
327
$376K 0.05%
+4,040
328
$376K 0.05%
+8,859
329
$375K 0.05%
+2,285
330
$374K 0.05%
+1,460
331
$371K 0.05%
3,742
-78
332
$369K 0.04%
+1,506
333
$368K 0.04%
+2,252
334
$367K 0.04%
8,348
-216
335
$367K 0.04%
+2,211
336
$366K 0.04%
+475
337
$365K 0.04%
3,841
-23
338
$363K 0.04%
+2,293
339
$362K 0.04%
11,623
-4,980
340
$360K 0.04%
+4,285
341
$357K 0.04%
+1,556
342
$355K 0.04%
+2,127
343
$355K 0.04%
+618
344
$355K 0.04%
1,106
-210
345
$351K 0.04%
+4,207
346
$350K 0.04%
+2,903
347
$347K 0.04%
+1,417
348
$347K 0.04%
+2,264
349
$342K 0.04%
3,700
-359
350
$341K 0.04%
+709
12 13
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