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
$1.48B
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$5.67M
3
+$5.39M
4
WMT icon
Walmart
WMT
+$3.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$3.09M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$4.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.62M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.09M

Sector Composition

1 Technology 12.37%
2 Financials 4.56%
3 Industrials 4.08%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$452K 0.03%
1,636
+57
377
$450K 0.03%
905
-18
378
$450K 0.03%
21,426
+1,989
379
$449K 0.03%
3,784
+99
380
$433K 0.03%
4,119
381
$431K 0.03%
21,441
+1,568
382
$423K 0.03%
1,755
+127
383
$422K 0.03%
1,230
384
$420K 0.03%
3,529
-46
385
$416K 0.03%
1,803
+7
386
$414K 0.03%
6,853
+1,585
387
$413K 0.03%
5,308
388
$411K 0.03%
5,370
389
$410K 0.03%
7,619
+60
390
$407K 0.03%
5,035
-50
391
$405K 0.03%
10,463
-135
392
$405K 0.03%
5,935
+1,155
393
$405K 0.03%
2,886
-28
394
$405K 0.03%
1,833
-59
395
$397K 0.03%
21,643
+1,687
396
$395K 0.03%
4,798
+83
397
$395K 0.03%
2,170
+124
398
$394K 0.03%
2,377
+217
399
$393K 0.03%
5,752
-250
400
$393K 0.03%
1,755
+206
14 15
16
17 18