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
$1.48B
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$5.67M
3
+$5.39M
4
WMT icon
Walmart
WMT
+$3.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$3.09M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$4.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.62M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.09M

Sector Composition

1 Technology 12.37%
2 Financials 4.56%
3 Industrials 4.08%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$287K 0.02%
550
+25
477
$287K 0.02%
5,100
478
$286K 0.02%
2,128
+363
479
$282K 0.02%
1,951
480
$281K 0.02%
7,560
-29
481
$281K 0.02%
11,690
+10
482
$280K 0.02%
1,623
-47
483
$277K 0.02%
+5,598
484
$276K 0.02%
2,366
+192
485
$274K 0.02%
2,835
+2
486
$274K 0.02%
+4,572
487
$273K 0.02%
3,610
-652
488
$271K 0.02%
3,479
+57
489
$270K 0.02%
2,949
-24
490
$268K 0.02%
3,457
+2
491
$265K 0.02%
3,269
-72
492
$265K 0.02%
3,375
-89
493
$265K 0.02%
3,554
494
$264K 0.02%
4,506
495
$263K 0.02%
4,308
-188
496
$261K 0.02%
2,310
+12
497
$260K 0.02%
+438
498
$259K 0.02%
2,194
+1
499
$258K 0.02%
1,952
+517
500
$254K 0.02%
4,213
+420
18 19
20
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