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
351
$341K 0.04%
+4,750
352
$340K 0.04%
+577
353
$339K 0.04%
1,987
-36
354
$338K 0.04%
3,051
-7,996
355
$337K 0.04%
2,734
-2,923
356
$336K 0.04%
+842
357
$336K 0.04%
4,509
+997
358
$336K 0.04%
+279
359
$330K 0.04%
+2,806
360
$330K 0.04%
3,196
+228
361
$329K 0.04%
6,992
-23
362
$329K 0.04%
+5,743
363
$329K 0.04%
16,831
+462
364
$326K 0.04%
+2,973
365
$325K 0.04%
+1,760
366
$324K 0.04%
5,765
-537
367
$324K 0.04%
+1,238
368
$321K 0.04%
+2,541
369
$320K 0.04%
+5,842
370
$320K 0.04%
+3,552
371
$319K 0.04%
+2,910
372
$319K 0.04%
+1,456
373
$318K 0.04%
7,215
-13
374
$318K 0.04%
+5,200
375
$317K 0.04%
+5,739
13 14
15
16 17