CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.92B
1-Year Est. Return 17.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$950M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$6.24M
3
+$2.66M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$2.61M
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$2.43M

Top Sells

1
+$2.47M
2
+$1.99M
3
+$1.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.33M
5
T icon
AT&T
T
+$796K

Sector Composition

1 Technology 7.71%
2 Consumer Staples 3.81%
3 Financials 3.62%
4 Industrials 3.08%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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