CWM

Cornerstone Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.36M
3
+$4.43M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.22M

Top Sells

1
+$9.51M
2
+$5.53M
3
+$2.47M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$1.21M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$961K

Sector Composition

1 Technology 12.39%
2 Financials 4.36%
3 Industrials 4.17%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$599K 0.03%
8,682
+176
377
$598K 0.03%
4,956
-2,492
378
$595K 0.03%
2,109
-27
379
$593K 0.03%
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380
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+7,985
381
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1,807
-50
382
$584K 0.03%
8,706
-1,731
383
$577K 0.03%
12,512
+7,284
384
$574K 0.03%
14,223
-460
385
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3,211
+328
386
$572K 0.03%
10,931
+305
387
$571K 0.03%
5,513
-308
388
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2,321
-135
389
$568K 0.03%
8,373
-77
390
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2,401
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27,792
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9,860
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395
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13,193
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396
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$554K 0.03%
11,074
+1,276
398
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1,508
+45
399
$541K 0.03%
8,009
-775
400
$536K 0.03%
15,581
-2,314
14 15
16
17 18