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 Buys

1
+$221M
2
+$191M
3
+$183M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$147M

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
776
$1M 0.01%
+11,870
777
$1M 0.01%
+659
778
$999K 0.01%
+71,079
779
$995K 0.01%
+66,711
780
$994K 0.01%
+30,506
781
$992K 0.01%
+42,490
782
$992K 0.01%
245,569
+244,581
783
$987K 0.01%
+10,092
784
$982K 0.01%
+132,452
785
$978K 0.01%
+58,925
786
$975K 0.01%
+16,068
787
$968K 0.01%
+59,202
788
$967K 0.01%
+50,676
789
$957K 0.01%
+78,378
790
$951K 0.01%
+110,867
791
$950K 0.01%
+1,663
792
$934K 0.01%
+63,224
793
$934K 0.01%
+90,654
794
$930K 0.01%
+15,085
795
$928K 0.01%
+83,836
796
$928K 0.01%
+35,704
797
$927K 0.01%
+78,988
798
$925K 0.01%
+25,742
799
$925K 0.01%
+80,678
800
$920K 0.01%
+18,915
30 31
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