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
$1.24B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.06M
3
+$1.71M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$870K

Top Sells

1
+$20M
2
+$2.81M
3
+$2.77M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.12%
2 Financials 4.69%
3 Industrials 4.34%
4 Consumer Staples 3.55%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$352K 0.03%
2,258
+329
402
$351K 0.03%
2,861
+201
403
$348K 0.03%
598
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404
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1,221
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405
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3,630
-58
406
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1,699
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407
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11,443
+1,954
408
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-2,091
409
$344K 0.03%
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410
$342K 0.03%
1,381
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411
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3,511
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412
$339K 0.03%
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-377
413
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5,642
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414
$335K 0.03%
3,666
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415
$334K 0.03%
7,156
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416
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418
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10,506
419
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623
420
$326K 0.03%
+3,546
421
$322K 0.03%
928
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422
$321K 0.03%
16,322
+2,337
423
$316K 0.03%
5,810
424
$315K 0.03%
15,937
+4,686
425
$313K 0.03%
6,492
-222
15 16
17
18 19