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
$1.48B
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$5.67M
3
+$5.39M
4
WMT icon
Walmart
WMT
+$3.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$3.09M

Top Sells

1
+$10.8M
2
+$10.6M
3
+$4.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.62M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.09M

Sector Composition

1 Technology 12.37%
2 Financials 4.56%
3 Industrials 4.08%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$211K 0.01%
+8,272
552
$211K 0.01%
+5,210
553
$210K 0.01%
2,626
-82
554
$210K 0.01%
+6,500
555
$209K 0.01%
+3,563
556
$207K 0.01%
1,764
557
$206K 0.01%
1,774
+188
558
$204K 0.01%
+7,635
559
$204K 0.01%
851
-27
560
$204K 0.01%
+5,880
561
$203K 0.01%
+5,105
562
$203K 0.01%
2,728
-110
563
$193K 0.01%
13,500
-165
564
$174K 0.01%
10,920
565
$172K 0.01%
20,284
+7,005
566
$169K 0.01%
15,995
+1,101
567
$160K 0.01%
11,101
-1,244
568
$160K 0.01%
+10,551
569
$137K 0.01%
14,254
+54
570
$136K 0.01%
+10,228
571
$133K 0.01%
13,940
-740
572
$124K 0.01%
13,351
+139
573
$118K 0.01%
+13,247
574
$116K 0.01%
21,935
-1
575
$107K 0.01%
11,546
21 22
23
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