CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
This Quarter Return
+6.26%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$950M
AUM Growth
+$950M
(+12%)
Cap. Flow
+$61.3M
Cap. Flow
% of AUM
6.45%
Top 10 Holdings %
Top 10 Hldgs %
29.14%
Holding
498
New
47
Increased
252
Reduced
150
Closed
25
Top Buys
Top Sells
| 1 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$2.47M |
| 2 |
Invesco WilderHill Clean Energy ETF
PBW
|
$1.99M |
| 3 |
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
|
$1.44M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.37M |
| 5 |
AT&T
T
|
$760K |
Sector Composition
| 1 | Technology | 7.71% |
| 2 | Consumer Staples | 3.81% |
| 3 | Financials | 3.62% |
| 4 | Industrials | 3.08% |
| 5 | Consumer Discretionary | 2.63% |
