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
$1.02B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$59.4M
2
+$41.9M
3
+$35.1M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$33.7M
5
BND icon
Vanguard Total Bond Market
BND
+$28.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.85%
2 Consumer Staples 4.27%
3 Financials 3.93%
4 Industrials 3.64%
5 Consumer Discretionary 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$253K 0.02%
+5,390
402
$253K 0.02%
+5,927
403
$253K 0.02%
+5,662
404
$253K 0.02%
+1,887
405
$252K 0.02%
+6,091
406
$252K 0.02%
+3,718
407
$251K 0.02%
+8,355
408
$250K 0.02%
+2,349
409
$249K 0.02%
+1,949
410
$247K 0.02%
+6,523
411
$244K 0.02%
+4,896
412
$241K 0.02%
+7,247
413
$240K 0.02%
+3,590
414
$236K 0.02%
+8,068
415
$236K 0.02%
+1,921
416
$234K 0.02%
+3,413
417
$233K 0.02%
+4,875
418
$232K 0.02%
+4,238
419
$229K 0.02%
+5,249
420
$228K 0.02%
+9,360
421
$227K 0.02%
+7,588
422
$226K 0.02%
+2,006
423
$226K 0.02%
+9,219
424
$226K 0.02%
+1,891
425
$224K 0.02%
+3,595
15 16
17
18 19