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
$797M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.13%
2 Consumer Staples 4.35%
3 Financials 3.3%
4 Industrials 2.93%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-12,475
427
-12,243
428
-5,970
429
-17,922
430
-3,689
431
-5,062
432
-4,536
433
-1,435
434
-58
435
-77,420
436
-15,801