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
$7.95B
AUM Growth
-$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,622
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$46.4M
3 +$40.1M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$33.3M
5
CHK
Chesapeake Energy Corporation
CHK
+$32.8M

Sector Composition

1 Financials 5.73%
2 Energy 3.8%
3 Consumer Staples 3.56%
4 Technology 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$942K 0.01%
76,933
-26,669
727
$942K 0.01%
39,733
+10,503
728
$941K 0.01%
75,680
-24,034
729
$941K 0.01%
35,994
+24,785
730
$940K 0.01%
+23,105
731
$932K 0.01%
60,094
-4,634
732
$931K 0.01%
+40,314
733
$925K 0.01%
25,339
-403
734
$920K 0.01%
21,673
+467
735
$915K 0.01%
23,159
-12,965
736
$910K 0.01%
+22,392
737
$905K 0.01%
23,394
+17,196
738
$903K 0.01%
27,379
+3,745
739
$902K 0.01%
98,373
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740
$900K 0.01%
9,513
+1,035
741
$900K 0.01%
42,876
-16,398
742
$895K 0.01%
18,746
-5,710
743
$894K 0.01%
+67,649
744
$891K 0.01%
46,479
-39,134
745
$889K 0.01%
85,843
-13,580
746
$886K 0.01%
29,550
-10,220
747
$876K 0.01%
29,534
+7,375
748
$874K 0.01%
52,370
-216,844
749
$873K 0.01%
121,582
+40,482
750
$872K 0.01%
+36,545