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
$8.87B
AUM Growth
+$8.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,452
New
Increased
Reduced
Closed

Top Sells

1 +$848K
2 +$576K
3 +$568K
4
EWO icon
iShares MSCI Austria ETF
EWO
+$522K
5
THD icon
iShares MSCI Thailand ETF
THD
+$506K

Sector Composition

1 Financials 5.22%
2 Technology 3%
3 Consumer Staples 2.99%
4 Industrials 2.88%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$2.06M 0.02%
+47,964
527
$2.06M 0.02%
61,368
+43,388
528
$2.06M 0.02%
+141,762
529
$2.05M 0.02%
+169,423
530
$2.05M 0.02%
+31,345
531
$2.03M 0.02%
+36,820
532
$2.03M 0.02%
+134,710
533
$2.03M 0.02%
+14,281
534
$2.02M 0.02%
+83,079
535
$2.01M 0.02%
+173,549
536
$2M 0.02%
+49,192
537
$2M 0.02%
+42,000
538
$2M 0.02%
+11,100
539
$2M 0.02%
+31,480
540
$2M 0.02%
+25,320
541
$2M 0.02%
+34,040
542
$2M 0.02%
+26,240
543
$2M 0.02%
+10,690
544
$2M 0.02%
+3,025
545
$2M 0.02%
397,001
+393,769
546
$2M 0.02%
+410,840
547
$2M 0.02%
+45,580
548
$2M 0.02%
1,799,672
+1,791,704
549
$1.98M 0.02%
758,572
+754,988
550
$1.98M 0.02%
+81,641