CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$2B
1-Year Est. Return
19.21%
This Fund
S&P 500
1 Year Est. Return
+19.21%
AUM
$2B
AUM Growth
+$76.6M
(+4%)
Holding
742
Top Buys
| 1 | +$5.95M | |
| 2 | +$3.01M | |
| 3 | +$3M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$2.92M |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$2.67M |
Top Sells
| 1 | +$3.33M | |
| 2 | +$2.43M | |
| 3 | +$2.33M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.42M |
| 5 |
State Street Industrial Select Sector SPDR ETF
XLI
|
+$977K |
Sector Composition
| 1 | Technology | 11.28% |
| 2 | Industrials | 4.71% |
| 3 | Financials | 3.93% |
| 4 | Consumer Staples | 3.78% |
| 5 | Consumer Discretionary | 2.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
726
Main Street Capital
MAIN
$4.76B
| – | – |
-3,674
|
|
||
727
First Trust India Nifty 50 Equal Weight ETF
NFTY
$134M
| – | – |
-3,715
|
|
||
|
NVO
728
Novo Nordisk
NVO
$202B
| – | – |
-4,445
|
|
||
729
Oaktree Specialty Lending
OCSL
$1.05B
| – | – |
-12,754
|
|
||
730
Progressive
PGR
$111B
| – | – |
-946
|
|
||
731
Schwab US Large- Cap ETF
SCHX
$72.5B
| – | – |
-10,395
|
|
||
732
Tractor Supply
TSCO
$16.5B
| – | – |
-4,518
|
|
||
733
iShares Broad USD High Yield Corporate Bond ETF
USHY
$26.5B
| – | – |
-7,940
|
|
||
734
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.2B
| – | – |
-4,394
|
|
||
735
Vodafone
VOD
$34.4B
| – | – |
-11,004
|
|
||
736
Vanguard Large-Cap ETF
VV
$53.3B
| – | – |
-722
|
|
||
737
State Street SPDR FactSet Innovative Technology ETF
XITK
$70.2M
| – | – |
-1,218
|
|
||
738
Zillow
Z
$8.01B
| – | – |
-3,336
|
|
||
739
ProShares Nasdaq-100 High Income ETF
IQQQ
$431M
| – | – |
-4,507
|
|
||
|
NNE
740
Nano Nuclear Energy
NNE
$1.5B
| – | – |
-9,155
|
|
||
|
XYZ
741
Block Inc
XYZ
$45.1B
| – | – |
-3,182
|
|
||
|
BITW
742
Bitwise 10 Crypto Index ETF
BITW
$700M
| – | – |
-4,154
|
|