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 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
701
$1.2M 0.01%
+65,546
702
$1.2M 0.01%
+16,406
703
$1.2M 0.01%
+16,440
704
$1.2M 0.01%
+23,640
705
$1.2M 0.01%
+19,008
706
$1.2M 0.01%
+73,198
707
$1.2M 0.01%
+19,260
708
$1.19M 0.01%
+22,265
709
$1.18M 0.01%
+155,862
710
$1.18M 0.01%
+57,616
711
$1.18M 0.01%
+51,956
712
$1.17M 0.01%
+50,236
713
$1.17M 0.01%
+27,984
714
$1.16M 0.01%
+28,342
715
$1.16M 0.01%
+49,913
716
$1.16M 0.01%
+167,188
717
$1.15M 0.01%
+16,359
718
$1.15M 0.01%
+11,877
719
$1.15M 0.01%
+15,433
720
$1.15M 0.01%
+115,533
721
$1.15M 0.01%
+74,061
722
$1.14M 0.01%
+28,272
723
$1.14M 0.01%
+87,869
724
$1.14M 0.01%
+70,610
725
$1.14M 0.01%
+50,346