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
$1.24B
AUM Growth
+$72.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$3.06M
3
+$1.71M
4
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$1.31M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$870K

Top Sells

1
+$20M
2
+$2.81M
3
+$2.77M
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$1.82M
5
AAPL icon
Apple
AAPL
+$1.26M

Sector Composition

1 Technology 10.12%
2 Financials 4.69%
3 Industrials 4.34%
4 Consumer Staples 3.55%
5 Consumer Discretionary 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$267K 0.02%
1,356
+124
452
$267K 0.02%
5,409
453
$267K 0.02%
6,880
-325
454
$266K 0.02%
319
+2
455
$266K 0.02%
885
456
$266K 0.02%
3,451
-770
457
$265K 0.02%
4,499
+99
458
$264K 0.02%
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459
$264K 0.02%
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460
$263K 0.02%
3,176
-156
461
$263K 0.02%
6,452
+23
462
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1,672
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463
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13,936
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464
$261K 0.02%
+801
465
$259K 0.02%
480
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466
$259K 0.02%
2,123
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467
$258K 0.02%
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468
$258K 0.02%
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470
$255K 0.02%
5,087
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471
$253K 0.02%
17,204
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472
$252K 0.02%
5,564
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473
$250K 0.02%
4,946
-55,645
474
$245K 0.02%
2,214
-150
475
$244K 0.02%
1,760
+2
17 18
19
20 21