CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.65B
1-Year Est. Return 15%
This Quarter Est. Return
1 Year Est. Return
+15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$5.67M
3
+$5.39M
4
WMT icon
Walmart
WMT
+$3.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$3.09M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$4.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.62M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.09M

Sector Composition

1 Technology 12.37%
2 Financials 4.56%
3 Industrials 4.08%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$392K 0.03%
7,688
+67
402
$391K 0.03%
2,082
-64
403
$390K 0.03%
14,934
+94
404
$386K 0.03%
4,585
+289
405
$386K 0.03%
+1,430
406
$385K 0.03%
+4,174
407
$385K 0.03%
547
-85
408
$385K 0.03%
363
+1
409
$385K 0.03%
6,073
-584
410
$384K 0.03%
13,745
+330
411
$384K 0.03%
10,977
+9
412
$384K 0.03%
6,807
+2,708
413
$381K 0.03%
4,815
+15
414
$380K 0.03%
5,014
+827
415
$380K 0.03%
4,332
+5
416
$380K 0.03%
730
+101
417
$378K 0.03%
2,712
-470
418
$376K 0.03%
5,032
+2
419
$376K 0.03%
+1,411
420
$376K 0.03%
7,329
-222
421
$374K 0.03%
2,588
+342
422
$374K 0.03%
3,864
-293
423
$372K 0.03%
1,332
424
$371K 0.03%
6,370
-326
425
$370K 0.03%
+3,348
15 16
17
18 19