CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Return
15%
This Quarter Return
-0.41%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$940M
AUM Growth
-$10.2M
(-1.1%)
Cap. Flow
-$3.53M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
27.81%
Holding
496
New
23
Increased
255
Reduced
148
Closed
45
Top Buys
| 1 |
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
|
+$15M |
| 2 |
Pacer Lunt Large Cap Alternator ETF
ALTL
|
+$4.24M |
| 3 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.05M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$1.46M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.45M |
Top Sells
Sector Composition
| 1 | Technology | 8.31% |
| 2 | Consumer Staples | 3.98% |
| 3 | Financials | 3.8% |
| 4 | Industrials | 3.08% |
| 5 | Consumer Discretionary | 2.66% |
