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
476
$244K 0.02%
3,562
-120
477
$242K 0.02%
3,340
478
$242K 0.02%
1,071
-225
479
$242K 0.02%
2,498
480
$236K 0.02%
1,933
-118
481
$236K 0.02%
4,073
-121
482
$235K 0.02%
4,002
-153
483
$235K 0.02%
2,238
+14
484
$235K 0.02%
3,246
-279
485
$234K 0.02%
9,885
-379
486
$234K 0.02%
1,501
487
$233K 0.02%
4,357
-63
488
$232K 0.02%
2,496
+1
489
$232K 0.02%
2,070
+1
490
$231K 0.02%
15,384
-1,000
491
$230K 0.02%
4,234
+79
492
$229K 0.02%
639
493
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4,826
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494
$228K 0.02%
350
-9
495
$227K 0.02%
3,451
-129
496
$224K 0.02%
4,135
-122
497
$222K 0.02%
7,972
498
$222K 0.02%
3,458
499
$220K 0.02%
+1,346
500
$218K 0.02%
+2,666
18 19
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