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
$8.87B
AUM Growth
+$8.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$191M
3
+$183M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$147M

Top Sells

1
+$848K
2
+$576K
3
+$568K
4
EWO icon
iShares MSCI Austria ETF
EWO
+$522K
5
THD icon
iShares MSCI Thailand ETF
THD
+$506K

Sector Composition

1 Financials 5.22%
2 Technology 3%
3 Consumer Staples 2.99%
4 Industrials 2.88%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.65M 0.03%
+88,237
452
$2.65M 0.03%
309,159
+306,469
453
$2.64M 0.03%
+106,118
454
$2.63M 0.03%
+544,632
455
$2.62M 0.03%
+42,395
456
$2.6M 0.03%
2,211,092
+2,200,772
457
$2.59M 0.03%
+116,370
458
$2.59M 0.03%
+139,166
459
$2.58M 0.03%
+157,224
460
$2.57M 0.03%
+170,642
461
$2.57M 0.03%
529,703
+527,135
462
$2.56M 0.03%
+48,946
463
$2.53M 0.03%
+98,631
464
$2.52M 0.03%
779,970
+777,500
465
$2.5M 0.03%
+12,500
466
$2.5M 0.03%
+81,124
467
$2.49M 0.03%
+154,732
468
$2.49M 0.03%
+64,916
469
$2.47M 0.03%
+194,508
470
$2.47M 0.03%
+6,047
471
$2.46M 0.03%
+175,852
472
$2.46M 0.03%
+64
473
$2.46M 0.03%
+172,603
474
$2.46M 0.03%
+77,193
475
$2.44M 0.03%
+43,716
17 18
19
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