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
626
$1.51M 0.02%
+24,919
627
$1.5M 0.02%
+49,476
628
$1.5M 0.02%
+21,428
629
$1.5M 0.02%
+32,160
630
$1.5M 0.02%
+618
631
$1.5M 0.02%
+23,370
632
$1.49M 0.02%
+33,264
633
$1.49M 0.02%
+78,565
634
$1.48M 0.02%
+72,829
635
$1.48M 0.02%
+31,644
636
$1.47M 0.02%
+113,627
637
$1.47M 0.02%
+9,744
638
$1.46M 0.02%
+18,279
639
$1.46M 0.02%
270,562
+269,199
640
$1.46M 0.02%
+115,209
641
$1.45M 0.02%
445,586
+444,283
642
$1.44M 0.02%
+23,561
643
$1.44M 0.02%
+82,401
644
$1.43M 0.02%
+93
645
$1.43M 0.02%
+27,695
646
$1.43M 0.02%
+63,083
647
$1.42M 0.02%
+157,233
648
$1.42M 0.02%
+61,542
649
$1.41M 0.02%
+270,864
650
$1.41M 0.02%
+139,250
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