CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Return
15%
This Quarter Return
+2.85%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.3B
AUM Growth
+$64.3M
(+5.2%)
Cap. Flow
+$38.5M
Cap. Flow
% of AUM
2.97%
Top 10 Holdings %
Top 10 Hldgs %
28.89%
Holding
567
New
32
Increased
302
Reduced
190
Closed
14
Top Buys
| 1 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$5.48M |
| 2 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$4.08M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.07M |
| 4 |
Invesco S&P MidCap 400 GARP ETF
GRPM
|
$2.11M |
| 5 |
NVIDIA
NVDA
|
$2.07M |
Top Sells
Sector Composition
| 1 | Technology | 11.66% |
| 2 | Financials | 4.43% |
| 3 | Industrials | 4.04% |
| 4 | Consumer Staples | 3.71% |
| 5 | Consumer Discretionary | 2.97% |
