CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Return
15%
This Quarter Return
-1.26%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$524M
AUM Growth
-$8.66M
(-1.6%)
Cap. Flow
+$17.4M
Cap. Flow
% of AUM
3.31%
Top 10 Holdings %
Top 10 Hldgs %
30.57%
Holding
427
New
28
Increased
197
Reduced
142
Closed
48
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.88M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.77M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.55M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$2.49M |
| 5 |
First Trust Large Cap Growth AlphaDEX Fund
FTC
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 4.39% |
| 2 | Financials | 3.46% |
| 3 | Consumer Staples | 3.18% |
| 4 | Industrials | 2.91% |
| 5 | Communication Services | 2.23% |
