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
376
$313K 0.04%
+107
377
$312K 0.04%
+890
378
$312K 0.04%
+6,937
379
$311K 0.04%
6,227
380
$310K 0.04%
+4,469
381
$308K 0.04%
7,095
-1,207
382
$306K 0.04%
+2,151
383
$306K 0.04%
+2,999
384
$306K 0.04%
+1,392
385
$305K 0.04%
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386
$304K 0.04%
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387
$304K 0.04%
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388
$303K 0.04%
8,801
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389
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3,934
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390
$301K 0.04%
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391
$301K 0.04%
+6,801
392
$300K 0.04%
+384
393
$299K 0.04%
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394
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395
$293K 0.04%
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396
$292K 0.04%
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397
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398
$290K 0.04%
3,396
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399
$289K 0.04%
+2,877
400
$287K 0.03%
+1,841
14 15
16
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