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
$1.12B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.61M
3
+$2.82M
4
LIN icon
Linde
LIN
+$2.45M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.36M

Top Sells

1
+$4.32M
2
+$4.05M
3
+$2.28M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.18M
5
MTB icon
M&T Bank
MTB
+$2.04M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 3.96%
3 Financials 3.86%
4 Industrials 3.68%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$235K 0.02%
2,838
-496
452
$235K 0.02%
+1,672
453
$235K 0.02%
+1,576
454
$235K 0.02%
1,695
+13
455
$234K 0.02%
2,275
-74
456
$234K 0.02%
4,386
+148
457
$233K 0.02%
11,993
+1,239
458
$232K 0.02%
4,006
-937
459
$232K 0.02%
2,176
460
$229K 0.02%
5,175
-215
461
$229K 0.02%
+972
462
$228K 0.02%
6,745
463
$224K 0.02%
3,719
+1
464
$223K 0.02%
+5,628
465
$222K 0.02%
4,234
466
$221K 0.02%
4,093
-52
467
$220K 0.02%
17,784
468
$219K 0.02%
+15,538
469
$218K 0.02%
1,692
-257
470
$218K 0.02%
675
+56
471
$216K 0.02%
+4,800
472
$216K 0.02%
1,955
+34
473
$216K 0.02%
+3,166
474
$216K 0.02%
300
-90
475
$213K 0.02%
+2,176
17 18
19
20 21