CWM

Cornerstone Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
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
+$11.6M
2
+$5.77M
3
+$5.49M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$3.22M
5
WMT icon
Walmart Inc
WMT
+$3.07M

Top Sells

1
+$11M
2
+$10.6M
3
+$4.27M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.81M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.17M

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
576
$65.3K ﹤0.01%
+11,064
577
$48.6K ﹤0.01%
10,000
578
$48.3K ﹤0.01%
+20,650
579
$36.2K ﹤0.01%
+20,950
580
$6.93K ﹤0.01%
663
581
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582
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-21,443
583
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-22,305
584
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-38,067
585
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586
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-4,964
587
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-4,060
588
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589
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590
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-2,641
591
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-5,525
592
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-20,899
593
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0
594
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595
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596
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597
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598
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599
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600
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