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
$8.87B
AUM Growth
+$8.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$191M
3
+$183M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$147M

Top Sells

1
+$848K
2
+$576K
3
+$568K
4
EWO icon
iShares MSCI Austria ETF
EWO
+$522K
5
THD icon
iShares MSCI Thailand ETF
THD
+$506K

Sector Composition

1 Financials 5.22%
2 Technology 3%
3 Consumer Staples 2.99%
4 Industrials 2.88%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.83M 0.04%
+12,908
377
$3.79M 0.04%
321,326
+315,092
378
$3.77M 0.04%
+77,997
379
$3.77M 0.04%
1,337,310
+1,333,844
380
$3.75M 0.04%
292,230
+288,356
381
$3.75M 0.04%
541,637
+537,783
382
$3.72M 0.04%
+130,233
383
$3.71M 0.04%
+84,531
384
$3.71M 0.04%
+73,829
385
$3.67M 0.04%
292,996
+289,195
386
$3.66M 0.04%
10,875,900
+10,840,490
387
$3.65M 0.04%
515,749
+512,483
388
$3.65M 0.04%
250,414
+246,761
389
$3.62M 0.04%
+697,542
390
$3.55M 0.04%
+93,578
391
$3.54M 0.04%
518,910
+515,696
392
$3.53M 0.04%
110,232
+85,301
393
$3.5M 0.04%
+31,850
394
$3.48M 0.04%
+56,600
395
$3.44M 0.04%
+1,345,302
396
$3.41M 0.04%
+153,051
397
$3.38M 0.04%
+77,082
398
$3.38M 0.04%
282,113
+278,445
399
$3.37M 0.04%
+96,841
400
$3.37M 0.04%
+120,806
14 15
16
17 18