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
726
$1.14M 0.01%
+161,430
727
$1.13M 0.01%
+153,689
728
$1.12M 0.01%
+50,557
729
$1.12M 0.01%
+54,773
730
$1.11M 0.01%
+69,526
731
$1.1M 0.01%
+56,732
732
$1.1M 0.01%
+39,193
733
$1.08M 0.01%
+30,652
734
$1.08M 0.01%
+38,869
735
$1.07M 0.01%
+55,980
736
$1.07M 0.01%
+52,128
737
$1.06M 0.01%
+1,282,524
738
$1.06M 0.01%
+17,540
739
$1.06M 0.01%
+349
740
$1.05M 0.01%
+116,270
741
$1.05M 0.01%
+49,622
742
$1.05M 0.01%
+1,753
743
$1.05M 0.01%
+66,285
744
$1.05M 0.01%
+66,082
745
$1.05M 0.01%
+149
746
$1.05M 0.01%
240,736
+239,696
747
$1.05M 0.01%
+16,268
748
$1.04M 0.01%
+36,734
749
$1.04M 0.01%
+13,715
750
$1.04M 0.01%
174,023
+172,492