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
876
$734K 0.01%
+9,278
877
$731K 0.01%
+39,895
878
$726K 0.01%
+37,208
879
$723K 0.01%
+48,859
880
$720K 0.01%
+4,061
881
$718K 0.01%
+23,234
882
$718K 0.01%
+23,234
883
$715K 0.01%
+393
884
$712K 0.01%
+39,109
885
$711K 0.01%
+15,638
886
$710K 0.01%
+55,209
887
$708K 0.01%
+47,372
888
$706K 0.01%
+35,102
889
$704K 0.01%
+79,046
890
$701K 0.01%
+34,625
891
$701K 0.01%
+126,945
892
$700K 0.01%
+6,090
893
$700K 0.01%
+12,061
894
$700K 0.01%
+37,842
895
$692K 0.01%
+59,727
896
$691K 0.01%
+168,092
897
$691K 0.01%
+16,715
898
$688K 0.01%
+31,174
899
$688K 0.01%
+36,671
900
$687K 0.01%
+33,684
34 35
36
37 38