CWM

Cornerstone Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.36M
3
+$4.43M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.22M

Top Sells

1
+$9.51M
2
+$5.53M
3
+$2.47M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$1.21M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$961K

Sector Composition

1 Technology 12.39%
2 Financials 4.36%
3 Industrials 4.17%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$482K 0.03%
2,369
-86
427
$470K 0.03%
+12,947
428
$470K 0.03%
724
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429
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430
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1,332
-30
431
$470K 0.03%
36,792
-336
432
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5,379
433
$465K 0.03%
41,090
-8,763
434
$462K 0.03%
7,586
-463
435
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7,551
-171
436
$461K 0.03%
+14,353
437
$459K 0.03%
5,205
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438
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3,146
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439
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5,000
+1
440
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1,900
441
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4,063
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445
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446
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1,514
-19
447
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7,329
448
$434K 0.02%
793
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449
$432K 0.02%
7,013
+183
450
$431K 0.02%
6,796
+835
16 17
18
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