CWM

Cornerstone Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.36M
3
+$4.43M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.22M

Top Sells

1
+$9.51M
2
+$5.53M
3
+$2.47M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$1.21M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$961K

Sector Composition

1 Technology 12.39%
2 Financials 4.36%
3 Industrials 4.17%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$389K 0.02%
1,665
+56
477
$388K 0.02%
1,930
+397
478
$383K 0.02%
1,136
+210
479
$382K 0.02%
354
-5
480
$380K 0.02%
2,930
-472
481
$378K 0.02%
2,424
-94
482
$378K 0.02%
5,733
+16
483
$377K 0.02%
9,544
+83
484
$375K 0.02%
6,324
+246
485
$374K 0.02%
3,287
-86
486
$374K 0.02%
4,791
-245
487
$370K 0.02%
760
-11
488
$370K 0.02%
7,292
-57
489
$365K 0.02%
9,315
-565
490
$363K 0.02%
2,683
+7
491
$363K 0.02%
811
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492
$362K 0.02%
+2,687
493
$353K 0.02%
9,155
-750
494
$351K 0.02%
3,397
-1,743
495
$350K 0.02%
1,254
-1
496
$348K 0.02%
12,546
+1,217
497
$347K 0.02%
1,334
+2
498
$346K 0.02%
7,682
-723
499
$345K 0.02%
4,506
500
$345K 0.02%
2,442
+240
18 19
20
21 22