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
501
$252K 0.02%
2,284
+128
502
$252K 0.02%
9,282
-37
503
$252K 0.02%
9,243
+1,105
504
$251K 0.02%
3,219
-344
505
$250K 0.02%
1,116
506
$250K 0.02%
3,122
-446
507
$250K 0.02%
9,131
+38
508
$249K 0.02%
4,696
-4
509
$248K 0.02%
1,928
+5
510
$248K 0.02%
5,854
-383
511
$247K 0.02%
3,336
512
$244K 0.02%
1,476
+100
513
$243K 0.02%
4,906
+15
514
$240K 0.02%
1,924
-13
515
$239K 0.02%
5,034
+301
516
$239K 0.02%
5,462
+722
517
$238K 0.02%
4,028
+95
518
$238K 0.02%
1,232
+28
519
$235K 0.02%
1,518
+90
520
$235K 0.02%
4,880
+18
521
$235K 0.02%
9,820
-106
522
$235K 0.02%
3,876
-11
523
$234K 0.02%
2,970
-2
524
$233K 0.02%
+520
525
$231K 0.02%
+3,707
19 20
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