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
476
$212K 0.02%
3,757
-61
477
$211K 0.02%
+6,285
478
$211K 0.02%
1,213
479
$210K 0.02%
+7,914
480
$208K 0.02%
+1,309
481
$207K 0.02%
+5,368
482
$206K 0.02%
+4,461
483
$205K 0.02%
+1,928
484
$204K 0.02%
7,879
+69
485
$204K 0.02%
+3,339
486
$202K 0.02%
7,972
-1,247
487
$200K 0.02%
+2,470
488
$180K 0.02%
14,068
+1,391
489
$150K 0.01%
+11,020
490
$145K 0.01%
17,329
-836
491
$132K 0.01%
11,281
-4,794
492
$117K 0.01%
+10,082
493
$114K 0.01%
+11,546
494
$88.9K 0.01%
19,400
-3,000
495
$55.9K 0.01%
+14,000
496
$49K ﹤0.01%
21,682
-12,009
497
$32.3K ﹤0.01%
900
498
$27.3K ﹤0.01%
35,750
+10,000
499
$22.6K ﹤0.01%
645
+25
500
$12.5K ﹤0.01%
12,150
18 19
20
21 22