CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
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
651
$1.4M 0.02%
+43,890
652
$1.4M 0.02%
+14,465
653
$1.39M 0.02%
1,244,565
+1,237,455
654
$1.39M 0.02%
364,654
+354,628
655
$1.39M 0.02%
+15,466
656
$1.38M 0.02%
+118,273
657
$1.38M 0.02%
+75,255
658
$1.38M 0.02%
+51,228
659
$1.35M 0.02%
+144,625
660
$1.35M 0.02%
+67,267
661
$1.34M 0.02%
+47,550
662
$1.34M 0.02%
+188,318
663
$1.34M 0.02%
+54,154
664
$1.34M 0.02%
+85,410
665
$1.33M 0.02%
+38,676
666
$1.33M 0.02%
+143,638
667
$1.33M 0.02%
+2,694
668
$1.32M 0.01%
+27,875
669
$1.32M 0.01%
+58,799
670
$1.31M 0.01%
+950,260
671
$1.31M 0.01%
+32,403
672
$1.31M 0.01%
+16,704
673
$1.31M 0.01%
+44,313
674
$1.3M 0.01%
+127,292
675
$1.3M 0.01%
219,740
+218,436
25 26
27
28 29