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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
$533M
AUM Growth
+$50.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$2.04M
3
+$2.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.94M
5
BND icon
Vanguard Total Bond Market
BND
+$1.57M

Top Sells

1
+$3.13M
2
+$1.47M
3
+$958K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$874K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$595K

Sector Composition

1 Technology 4.48%
2 Consumer Staples 3.79%
3 Financials 3.76%
4 Industrials 3.52%
5 Communication Services 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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-1,904
402
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-3,968
403
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-4,472
404
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-1,915
405
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-76,616
406
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-2,592
407
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-9,960
408
– –
-2,780
409
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-10,800
410
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-12,547
411
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-10,338
412
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-2,101
413
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-5,535
414
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-2,548
415
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-13,535
416
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-10,438
417
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-2,367
418
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-7,336
419
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-3,838
420
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-4,639
421
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-17,395
422
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-24,124
423
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-5,221
424
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-179
425
– –
-7,901
14 15 16
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