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
$7.95B
AUM Growth
-$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,622
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$46.4M
3 +$40.1M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$33.3M
5
CHK
Chesapeake Energy Corporation
CHK
+$32.8M

Sector Composition

1 Financials 5.73%
2 Energy 3.8%
3 Consumer Staples 3.56%
4 Technology 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1.83M 0.02%
+9,385
527
$1.83M 0.02%
155,122
+11,484
528
$1.83M 0.02%
80,447
+65,698
529
$1.82M 0.02%
+61,904
530
$1.82M 0.02%
97,317
+3,961
531
$1.81M 0.02%
104,842
+15,922
532
$1.8M 0.02%
+76,110
533
$1.8M 0.02%
48,168
-45,410
534
$1.78M 0.02%
241,367
+72,473
535
$1.78M 0.02%
33,695
-6,546
536
$1.78M 0.02%
16,776
+180
537
$1.75M 0.02%
+45,938
538
$1.75M 0.02%
85,699
+36,077
539
$1.74M 0.02%
+28,458
540
$1.73M 0.02%
57,907
+22,190
541
$1.73M 0.02%
77,807
+40,569
542
$1.73M 0.02%
46,336
+6,938
543
$1.73M 0.02%
+124,557
544
$1.73M 0.02%
48,179
+414
545
$1.73M 0.02%
23,840
-3,467
546
$1.72M 0.02%
67,218
+11,480
547
$1.72M 0.02%
61,268
+25,564
548
$1.72M 0.02%
72,307
-1,240
549
$1.72M 0.02%
81,476
+61,933
550
$1.7M 0.02%
182,817
+9,831