CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Return
15%
This Quarter Return
-13.28%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$902M
AUM Growth
-$127M
(-12%)
Cap. Flow
+$12.7M
Cap. Flow
% of AUM
1.41%
Top 10 Holdings %
Top 10 Hldgs %
30.18%
Holding
493
New
32
Increased
257
Reduced
137
Closed
49
Top Buys
Top Sells
| 1 |
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
|
$15.1M |
| 2 |
Vanguard Total Bond Market
BND
|
$15M |
| 3 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$3.59M |
| 4 |
AbbVie
ABBV
|
$2.61M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$1.96M |
Sector Composition
| 1 | Technology | 8.24% |
| 2 | Consumer Staples | 4.25% |
| 3 | Financials | 3.92% |
| 4 | Industrials | 3.14% |
| 5 | Healthcare | 2.73% |
