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 Buys

1
+$221M
2
+$191M
3
+$183M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$147M

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
551
$1.98M 0.02%
+83,107
552
$1.98M 0.02%
+154,295
553
$1.97M 0.02%
+16,596
554
$1.97M 0.02%
+154,384
555
$1.96M 0.02%
+70,645
556
$1.95M 0.02%
66,803,380
+66,769,820
557
$1.95M 0.02%
+74,008
558
$1.95M 0.02%
+195,777
559
$1.95M 0.02%
+70,449
560
$1.94M 0.02%
+171,325
561
$1.93M 0.02%
+85,613
562
$1.93M 0.02%
+96,172
563
$1.92M 0.02%
+101,316
564
$1.92M 0.02%
+156,846
565
$1.91M 0.02%
+22,434
566
$1.9M 0.02%
+71,324
567
$1.9M 0.02%
+25,327
568
$1.89M 0.02%
+161,649
569
$1.89M 0.02%
+50,310
570
$1.88M 0.02%
+134,368
571
$1.88M 0.02%
+26,448
572
$1.87M 0.02%
+22,513
573
$1.87M 0.02%
+79,978
574
$1.85M 0.02%
+37,775
575
$1.84M 0.02%
+116,259
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