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
$1.05B
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Sells

1 +$4.49M
2 +$1.27M
3 +$1.24M
4
DEED icon
First Trust Securitized Plus ETF
DEED
+$865K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$705K

Sector Composition

1 Technology 9.67%
2 Consumer Staples 4.11%
3 Financials 3.87%
4 Industrials 3.29%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$241K 0.02%
10,545
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$233K 0.02%
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