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
851
$800K 0.01%
+7,520
852
$800K 0.01%
+172
853
$800K 0.01%
+13,640
854
$800K 0.01%
+9,288
855
$797K 0.01%
+25,528
856
$795K 0.01%
+36,869
857
$791K 0.01%
+43,134
858
$784K 0.01%
+85,843
859
$776K 0.01%
+56,694
860
$768K 0.01%
+51,059
861
$767K 0.01%
+56,866
862
$764K 0.01%
+17,518
863
$762K 0.01%
+193,928
864
$759K 0.01%
+95,035
865
$759K 0.01%
+18,421
866
$755K 0.01%
+38,822
867
$754K 0.01%
+70,908
868
$752K 0.01%
+37,291
869
$750K 0.01%
+22,425
870
$745K 0.01%
+25,383
871
$740K 0.01%
+2,449
872
$739K 0.01%
+7,547
873
$738K 0.01%
+13,536
874
$735K 0.01%
+67,731
875
$735K 0.01%
+36,838
33 34
35
36 37