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
676
$1.3M 0.01%
+11,973
677
$1.3M 0.01%
+59,583
678
$1.29M 0.01%
+130,156
679
$1.29M 0.01%
+56,066
680
$1.29M 0.01%
205,534
+204,065
681
$1.28M 0.01%
+59,274
682
$1.27M 0.01%
+15,440
683
$1.27M 0.01%
+64,454
684
$1.26M 0.01%
+27,489
685
$1.25M 0.01%
+103,602
686
$1.25M 0.01%
+227,646
687
$1.25M 0.01%
+33,900
688
$1.25M 0.01%
+131,093
689
$1.24M 0.01%
168,894
+166,908
690
$1.24M 0.01%
+132,511
691
$1.24M 0.01%
+114,725
692
$1.23M 0.01%
+146,059
693
$1.23M 0.01%
+28,874
694
$1.22M 0.01%
+15,373
695
$1.22M 0.01%
+16,922
696
$1.22M 0.01%
+71,867
697
$1.22M 0.01%
27,776,100
+27,751,980
698
$1.21M 0.01%
+30,866
699
$1.21M 0.01%
+50,833
700
$1.2M 0.01%
+99,820
26 27
28
29 30