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
$823M
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.48M
3
+$2.99M
4
AMZN icon
Amazon
AMZN
+$2.57M
5
ADM icon
Archer Daniels Midland
ADM
+$2.51M

Top Sells

1
+$6.04M
2
+$3.68M
3
+$3.41M
4
IYW icon
iShares US Technology ETF
IYW
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Sector Composition

1 Industrials 5.78%
2 Consumer Staples 4.61%
3 Financials 3.94%
4 Technology 3.78%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$286K 0.03%
+3,252
402
$282K 0.03%
6,665
-270
403
$281K 0.03%
26,751
+950
404
$276K 0.03%
+80
405
$276K 0.03%
+278
406
$275K 0.03%
+7,367
407
$274K 0.03%
+1,150
408
$274K 0.03%
+3,709
409
$274K 0.03%
+1,401
410
$274K 0.03%
+1,496
411
$274K 0.03%
+3,400
412
$273K 0.03%
+1,920
413
$269K 0.03%
+535
414
$269K 0.03%
+1,816
415
$268K 0.03%
2,904
-15,396
416
$267K 0.03%
+7,224
417
$267K 0.03%
+3,512
418
$265K 0.03%
4,851
-23,067
419
$265K 0.03%
+4,104
420
$265K 0.03%
1,322
-2,493
421
$262K 0.03%
+732
422
$261K 0.03%
+7,361
423
$260K 0.03%
+5,185
424
$259K 0.03%
5,143
-12,013
425
$259K 0.03%
7,586
+36
15 16
17
18 19