CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$823M
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.48M
3
+$2.99M
4
AMZN icon
Amazon
AMZN
+$2.57M
5
ADM icon
Archer Daniels Midland
ADM
+$2.51M

Top Sells

1
+$6.04M
2
+$3.68M
3
+$3.41M
4
IYW icon
iShares US Technology ETF
IYW
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Sector Composition

1 Industrials 5.78%
2 Consumer Staples 4.61%
3 Financials 3.94%
4 Technology 3.78%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$236K 0.03%
8,787
452
$236K 0.03%
+357
453
$236K 0.03%
+1,224
454
$236K 0.03%
+330
455
$231K 0.03%
2,840
-50
456
$228K 0.03%
1,909
-4,090
457
$228K 0.03%
36,687
+4,605
458
$228K 0.03%
+6,576
459
$227K 0.03%
4,985
-1,596
460
$226K 0.03%
+1,012
461
$224K 0.03%
+3,383
462
$224K 0.03%
+3,084
463
$223K 0.03%
+2,673
464
$222K 0.03%
+7,757
465
$220K 0.03%
+242
466
$218K 0.03%
+1,431
467
$218K 0.03%
+14,132
468
$218K 0.03%
+1,177
469
$216K 0.03%
+7,669
470
$216K 0.03%
+999
471
$215K 0.03%
+11,307
472
$215K 0.03%
+565
473
$215K 0.03%
+3,228
474
$211K 0.03%
+3,483
475
$210K 0.03%
+1,221
17 18
19
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