CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
1-Year Est. Return
15%
1 Year Est. Return
+15%
AUM
$1.42B
AUM Growth
+$121M
(+9.3%)
Holding
589
Top Buys
1 | +$4.7M | |
2 | +$3.03M | |
3 | +$2.42M | |
4 |
Avantis International Equity ETF
AVDE
|
+$2.39M |
5 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.88M |
Top Sells
1 | +$3.42M | |
2 | +$3.12M | |
3 | +$1.03M | |
4 |
PNC Financial Services
PNC
|
+$815K |
5 |
Vanguard Total Stock Market ETF
VTI
|
+$718K |
Sector Composition
1 | Technology | 11.99% |
2 | Financials | 4.31% |
3 | Industrials | 4.25% |
4 | Consumer Staples | 3.78% |
5 | Consumer Discretionary | 2.76% |