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
801
$920K 0.01%
+21,206
802
$917K 0.01%
+33,498
803
$915K 0.01%
+36,124
804
$915K 0.01%
+21,640
805
$913K 0.01%
+21,390
806
$912K 0.01%
+19,704
807
$905K 0.01%
+70,780
808
$903K 0.01%
+147,130
809
$900K 0.01%
+8,478
810
$896K 0.01%
+695,740
811
$894K 0.01%
+24,863
812
$891K 0.01%
+32,556
813
$890K 0.01%
+78,969
814
$883K 0.01%
+290,734
815
$880K 0.01%
+24,456
816
$880K 0.01%
+87,885
817
$879K 0.01%
+90,196
818
$874K 0.01%
+14,168
819
$872K 0.01%
+9,588
820
$867K 0.01%
+338,028
821
$865K 0.01%
+8,382,480
822
$865K 0.01%
+83,297
823
$864K 0.01%
+17,350
824
$864K 0.01%
+9,504
825
$864K 0.01%
+23,069
31 32
33
34 35