CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Return
15%
This Quarter Return
+2.16%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$446M
AUM Growth
+$41.5M
(+10%)
Cap. Flow
+$33.8M
Cap. Flow
% of AUM
7.59%
Top 10 Holdings %
Top 10 Hldgs %
30.99%
Holding
405
New
64
Increased
188
Reduced
109
Closed
29
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$2.98M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.14M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.51M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$1.22M |
| 5 |
Vanguard Total Bond Market
BND
|
$1.17M |
Top Sells
Sector Composition
| 1 | Technology | 4.38% |
| 2 | Consumer Staples | 4.35% |
| 3 | Industrials | 3.66% |
| 4 | Financials | 3.59% |
| 5 | Communication Services | 2.29% |
