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
$1.12B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$3.67M
2 +$3.61M
3 +$2.82M
4
LIN icon
Linde
LIN
+$2.45M
5
IYR icon
iShares US Real Estate ETF
IYR
+$2.36M

Top Sells

1 +$4.32M
2 +$4.05M
3 +$2.28M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.18M
5
MTB icon
M&T Bank
MTB
+$2.04M

Sector Composition

1 Technology 9.89%
2 Consumer Staples 3.96%
3 Financials 3.86%
4 Industrials 3.68%
5 Consumer Discretionary 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-2,983
527
-3,718
528
-3,047
529
-533