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
$557M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Sells

1 +$6.05M
2 +$2.16M
3 +$2M
4
FDM icon
First Trust Dow Jones Select MicroCap Index Fund
FDM
+$1.68M
5
MSFT icon
Microsoft
MSFT
+$1.63M

Sector Composition

1 Technology 5.16%
2 Consumer Staples 4.36%
3 Financials 3.77%
4 Industrials 3.05%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-1,687
527
-565
528
-3,228