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
$8.87B
AUM Growth
+$8.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$191M
3
+$183M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$147M

Top Sells

1
+$848K
2
+$576K
3
+$568K
4
EWO icon
iShares MSCI Austria ETF
EWO
+$522K
5
THD icon
iShares MSCI Thailand ETF
THD
+$506K

Sector Composition

1 Financials 5.22%
2 Technology 3%
3 Consumer Staples 2.99%
4 Industrials 2.88%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2.99M 0.03%
+37,694
427
$2.99M 0.03%
383,982
+381,226
428
$2.98M 0.03%
+151,686
429
$2.97M 0.03%
+160,388
430
$2.97M 0.03%
+105,638
431
$2.95M 0.03%
245,922
+242,904
432
$2.95M 0.03%
+121,557
433
$2.92M 0.03%
+301,831
434
$2.88M 0.03%
+101,596
435
$2.87M 0.03%
+40,596
436
$2.86M 0.03%
+100,446
437
$2.84M 0.03%
+156,858
438
$2.84M 0.03%
+100,919
439
$2.84M 0.03%
+123,679
440
$2.82M 0.03%
+193,119
441
$2.74M 0.03%
+60,659
442
$2.73M 0.03%
+968
443
$2.72M 0.03%
+124,218
444
$2.72M 0.03%
+46,742
445
$2.69M 0.03%
+113,848
446
$2.69M 0.03%
420,341
+417,839
447
$2.69M 0.03%
57,940
+44,472
448
$2.69M 0.03%
+88,133
449
$2.69M 0.03%
267,009
+264,278
450
$2.67M 0.03%
229,617
+226,814
16 17
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