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
426
$370K 0.03%
1,749
+108
427
$360K 0.02%
+13,947
428
$356K 0.02%
1,900
429
$354K 0.02%
+11,542
430
$354K 0.02%
6,012
-172
431
$353K 0.02%
9,277
-102
432
$349K 0.02%
24,100
+1,302
433
$343K 0.02%
1,634
+161
434
$342K 0.02%
10,596
-44
435
$339K 0.02%
3,880
+293
436
$338K 0.02%
4,132
+14
437
$337K 0.02%
775
+16
438
$333K 0.02%
+6,125
439
$330K 0.02%
3,782
+201
440
$330K 0.02%
8,416
-259
441
$327K 0.02%
7,223
+60
442
$327K 0.02%
3,288
+236
443
$327K 0.02%
886
444
$326K 0.02%
5,164
-32
445
$323K 0.02%
15,730
-31,966
446
$323K 0.02%
9,539
-964
447
$322K 0.02%
5,744
+696
448
$321K 0.02%
6,510
-281
449
$320K 0.02%
4,324
+224
450
$320K 0.02%
11,839
-155
16 17
18
19 20