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
$823M
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.48M
3
+$2.99M
4
AMZN icon
Amazon
AMZN
+$2.57M
5
ADM icon
Archer Daniels Midland
ADM
+$2.51M

Top Sells

1
+$6.04M
2
+$3.68M
3
+$3.41M
4
IYW icon
iShares US Technology ETF
IYW
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Sector Composition

1 Industrials 5.78%
2 Consumer Staples 4.61%
3 Financials 3.94%
4 Technology 3.78%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.3M 0.4%
12,579
+2,387
52
$3.29M 0.4%
12,619
-3,967
53
$3.28M 0.4%
51,807
+2,850
54
$3.24M 0.39%
22,913
-1,141
55
$3.23M 0.39%
68,934
+7,467
56
$3.21M 0.39%
32,427
+2,688
57
$3.2M 0.39%
10,179
-1,896
58
$3.18M 0.39%
6,281
+476
59
$3.17M 0.39%
6,888
+785
60
$3.17M 0.38%
11,693
+557
61
$3.13M 0.38%
90,417
-2,331
62
$3.07M 0.37%
19,841
+4,398
63
$3.05M 0.37%
9,095
-40
64
$3.05M 0.37%
52,817
+15,992
65
$3M 0.36%
59,114
+5,382
66
$2.98M 0.36%
29,920
+4,060
67
$2.98M 0.36%
60,773
-1,522
68
$2.88M 0.35%
42,162
+7,682
69
$2.85M 0.35%
19,862
+3,314
70
$2.69M 0.33%
12,534
+932
71
$2.67M 0.32%
43,500
-20,396
72
$2.63M 0.32%
15,264
+2,542
73
$2.62M 0.32%
5,173
+982
74
$2.62M 0.32%
28,354
+196
75
$2.6M 0.32%
26,429
+2,250
1 2
3
4 5