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
$823M
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.48M
3
+$2.99M
4
AMZN icon
Amazon
AMZN
+$2.57M
5
ADM icon
Archer Daniels Midland
ADM
+$2.51M

Top Sells

1
+$6.04M
2
+$3.68M
3
+$3.41M
4
IYW icon
iShares US Technology ETF
IYW
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Sector Composition

1 Industrials 5.78%
2 Consumer Staples 4.61%
3 Financials 3.94%
4 Technology 3.78%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$258K 0.03%
10,029
-701
427
$257K 0.03%
+799
428
$257K 0.03%
12,585
+2,265
429
$255K 0.03%
+492
430
$253K 0.03%
2,452
431
$252K 0.03%
+730
432
$251K 0.03%
+2,795
433
$251K 0.03%
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434
$250K 0.03%
+2,131
435
$250K 0.03%
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436
$249K 0.03%
+4,225
437
$249K 0.03%
+930
438
$247K 0.03%
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439
$247K 0.03%
+1,389
440
$247K 0.03%
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441
$247K 0.03%
+1,700
442
$245K 0.03%
+1,740
443
$242K 0.03%
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444
$240K 0.03%
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445
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446
$240K 0.03%
+1,510
447
$239K 0.03%
+2,466
448
$239K 0.03%
+1,605
449
$238K 0.03%
9,192
-1,224
450
$238K 0.03%
+1,924
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