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
$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
26
$6.06M 0.74%
67,240
+28,500
27
$6.05M 0.73%
+628
28
$5.69M 0.69%
77,145
+5,760
29
$5.5M 0.67%
19,414
-5,948
30
$4.89M 0.59%
72,383
+1,384
31
$4.86M 0.59%
119,251
+26,151
32
$4.83M 0.59%
25,357
+940
33
$4.69M 0.57%
80,777
+22,287
34
$4.61M 0.56%
18,552
+3,450
35
$4.56M 0.55%
35,117
-5,405
36
$4.37M 0.53%
36,667
+3,174
37
$4.35M 0.53%
8,982
+1,288
38
$4.21M 0.51%
79,783
+2,534
39
$4.11M 0.5%
56,940
+8,208
40
$4.1M 0.5%
37,029
-1,456
41
$3.93M 0.48%
10,055
+1,044
42
$3.84M 0.47%
31,415
-982
43
$3.65M 0.44%
20,608
-134
44
$3.58M 0.43%
10,746
+381
45
$3.51M 0.43%
16,528
-25
46
$3.51M 0.43%
61,656
+425
47
$3.48M 0.42%
53,305
+35,637
48
$3.41M 0.41%
19,776
+2,862
49
$3.4M 0.41%
13,561
+2,225
50
$3.34M 0.41%
31,547
+2,989
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