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
$675M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.18M
3
+$1.97M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.94M
5
BND icon
Vanguard Total Bond Market
BND
+$1.93M

Top Sells

1
+$8.84M
2
+$3.12M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.28M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Sector Composition

1 Technology 8.41%
2 Consumer Staples 4.83%
3 Financials 3.06%
4 Industrials 2.75%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$228K 0.03%
+5,133
352
$226K 0.03%
2,688
353
$223K 0.03%
+3,505
354
$217K 0.03%
5,918
-609
355
$217K 0.03%
2,755
-1,203
356
$217K 0.03%
3,689
+94
357
$217K 0.03%
+2,584
358
$215K 0.03%
13,545
+798
359
$214K 0.03%
+2,639
360
$213K 0.03%
+2,535
361
$213K 0.03%
+32,774
362
$212K 0.03%
1,010
-5
363
$209K 0.03%
3,578
-79
364
$209K 0.03%
5,238
-344
365
$208K 0.03%
+4,144
366
$207K 0.03%
+3,634
367
$206K 0.03%
+11,181
368
$204K 0.03%
+3,733
369
$201K 0.03%
6,703
+306
370
$171K 0.03%
11,539
371
$167K 0.02%
11,340
+1,019
372
$161K 0.02%
15,080
-66
373
$160K 0.02%
+14,127
374
$150K 0.02%
+10,229
375
$146K 0.02%
13,352
-579
13 14
15
16 17