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
$675M
AUM Growth
+$56.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$2.18M
3
+$1.97M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.94M
5
BND icon
Vanguard Total Bond Market
BND
+$1.93M

Top Sells

1
+$8.84M
2
+$3.12M
3
+$2.31M
4
AAPL icon
Apple
AAPL
+$2.28M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.23M

Sector Composition

1 Technology 8.41%
2 Consumer Staples 4.83%
3 Financials 3.06%
4 Industrials 2.75%
5 Consumer Discretionary 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.6M 0.39%
62,425
+20,140
52
$2.59M 0.38%
78,431
-6,107
53
$2.57M 0.38%
99,256
+2,309
54
$2.47M 0.37%
63,895
+4,067
55
$2.4M 0.36%
78,026
+14,298
56
$2.4M 0.36%
25,319
+3,454
57
$2.39M 0.35%
7,060
+246
58
$2.3M 0.34%
62,810
+6,760
59
$2.25M 0.33%
16,723
+659
60
$2.24M 0.33%
10,530
-313
61
$2.23M 0.33%
102,006
+42,380
62
$2.2M 0.33%
75,424
+28,261
63
$2.19M 0.33%
25,042
+346
64
$2.13M 0.32%
23,653
-2,094
65
$2.11M 0.31%
42,210
-1,248
66
$2.08M 0.31%
7,082
-1,136
67
$2.07M 0.31%
28,200
-580
68
$2.02M 0.3%
16,237
+2
69
$2M 0.3%
12,076
-5,664
70
$1.96M 0.29%
11,779
-90
71
$1.91M 0.28%
68,297
+17,920
72
$1.86M 0.28%
11,284
+223
73
$1.86M 0.28%
53,344
+6,891
74
$1.86M 0.28%
30,037
+3,618
75
$1.81M 0.27%
11,782
-255
1 2
3
4 5