CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Return
15%
This Quarter Return
-3.44%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.03B
AUM Growth
-$20M
(-1.9%)
Cap. Flow
+$24.3M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
30.89%
Holding
534
New
35
Increased
172
Reduced
237
Closed
73
Top Buys
| 1 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$44.2M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$32.2M |
| 3 |
Vanguard Total Bond Market
BND
|
$10.3M |
| 4 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$8.23M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$4.91M |
Top Sells
Sector Composition
| 1 | Technology | 8.97% |
| 2 | Consumer Staples | 3.99% |
| 3 | Financials | 3.78% |
| 4 | Industrials | 3% |
| 5 | Healthcare | 2.64% |
