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
$1.81B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.36M
3
+$4.43M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.22M

Top Sells

1
+$9.51M
2
+$5.53M
3
+$2.47M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$1.21M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$961K

Sector Composition

1 Technology 12.39%
2 Financials 4.36%
3 Industrials 4.17%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$27.4K ﹤0.01%
20,950
677
$24.5K ﹤0.01%
10,530
678
$14.2K ﹤0.01%
+2,384
679
$5.34K ﹤0.01%
613
680
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-886
681
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-700
682
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-10,149
683
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-6,990
684
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-3,638
685
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-37,767
686
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-2,550
687
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-10,479
688
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-187,523
689
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-8,429
690
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-1,494
691
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-15,882
692
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-282
693
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-147,929
694
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-1,890
695
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-4,327
696
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-3,548
697
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-12,250
698
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-30,049
699
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-6,179
700
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-11,489
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