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
$8.87B
AUM Growth
+$8.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Buys

1
+$221M
2
+$191M
3
+$183M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$147M

Top Sells

1
+$848K
2
+$576K
3
+$568K
4
EWO icon
iShares MSCI Austria ETF
EWO
+$522K
5
THD icon
iShares MSCI Thailand ETF
THD
+$506K

Sector Composition

1 Financials 5.22%
2 Technology 3%
3 Consumer Staples 2.99%
4 Industrials 2.88%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2.43M 0.03%
+110,471
477
$2.42M 0.03%
+180,154
478
$2.42M 0.03%
+18,247
479
$2.42M 0.03%
+77,357
480
$2.41M 0.03%
+25,797
481
$2.4M 0.03%
286,804
+283,896
482
$2.39M 0.03%
+91,020
483
$2.38M 0.03%
+129,195
484
$2.37M 0.03%
+95,667
485
$2.36M 0.03%
+4,493
486
$2.36M 0.03%
+56,921
487
$2.35M 0.03%
+29,963
488
$2.33M 0.03%
929,355
+926,996
489
$2.33M 0.03%
+115,458
490
$2.33M 0.03%
+89,315
491
$2.31M 0.03%
+73,956
492
$2.31M 0.03%
+29,476
493
$2.31M 0.03%
747,416
+742,688
494
$2.31M 0.03%
+35,167
495
$2.3M 0.03%
+68,633
496
$2.3M 0.03%
+59,905
497
$2.29M 0.03%
349,019
+346,713
498
$2.29M 0.03%
+54,388
499
$2.29M 0.03%
+177,338
500
$2.27M 0.03%
+67,107
18 19
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