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
826
$860K 0.01%
+35,329
827
$858K 0.01%
+39,770
828
$854K 0.01%
+32,589
829
$854K 0.01%
+118,457
830
$852K 0.01%
+54,894
831
$843K 0.01%
+38,950
832
$840K 0.01%
+1,295
833
$839K 0.01%
+91,887
834
$839K 0.01%
+8,466
835
$837K 0.01%
+37,238
836
$834K 0.01%
+24,578
837
$830K 0.01%
+44,774
838
$830K 0.01%
+99,550
839
$827K 0.01%
+49,433
840
$827K 0.01%
+33,095
841
$819K 0.01%
+57,585
842
$817K 0.01%
+23,634
843
$817K 0.01%
+43,251
844
$814K 0.01%
+29,850
845
$813K 0.01%
+81,878
846
$812K 0.01%
+199,017
847
$812K 0.01%
+99,423
848
$808K 0.01%
24,519
+9,701
849
$803K 0.01%
+42,447
850
$801K 0.01%
+14,474
32 33
34
35 36