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
$1.24B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.06M
3
+$1.71M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$870K

Top Sells

1
+$20M
2
+$2.81M
3
+$2.77M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.12%
2 Financials 4.69%
3 Industrials 4.34%
4 Consumer Staples 3.55%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$391K 0.03%
1,980
+151
377
$391K 0.03%
4,545
-205
378
$391K 0.03%
3,317
+282
379
$390K 0.03%
541
+41
380
$390K 0.03%
1,353
381
$387K 0.03%
5,085
+54
382
$387K 0.03%
5,358
383
$384K 0.03%
5,216
-15
384
$383K 0.03%
3,068
-2,007
385
$383K 0.03%
900
+9
386
$383K 0.03%
2,724
-113
387
$381K 0.03%
8,361
-3,358
388
$380K 0.03%
4,744
+1
389
$380K 0.03%
2,549
+16
390
$367K 0.03%
5,036
+4
391
$363K 0.03%
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392
$360K 0.03%
6,197
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393
$360K 0.03%
2,887
-151
394
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1,256
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395
$358K 0.03%
4,980
+15
396
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5,660
-44,158
397
$355K 0.03%
4,062
+30
398
$353K 0.03%
+3,946
399
$353K 0.03%
1,101
-24
400
$353K 0.03%
6,173
+828
14 15
16
17 18