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
926
$637K 0.01%
+48,253
927
$629K 0.01%
+12,674
928
$627K 0.01%
+9,009
929
$626K 0.01%
+11,569
930
$626K 0.01%
+77,787
931
$625K 0.01%
+9,156
932
$621K 0.01%
+8,235
933
$620K 0.01%
+13,340
934
$620K 0.01%
+19,214
935
$616K 0.01%
+58,090
936
$615K 0.01%
+18,788
937
$613K 0.01%
+38,051
938
$612K 0.01%
+99,639
939
$612K 0.01%
+36,048
940
$602K 0.01%
+420,790
941
$601K 0.01%
+22,159
942
$600K 0.01%
+19,854
943
$600K 0.01%
+32,766
944
$600K 0.01%
+66,096
945
$600K 0.01%
+11,616
946
$600K 0.01%
+44,046
947
$595K 0.01%
+9,824
948
$593K 0.01%
+65,638
949
$593K 0.01%
+38,077
950
$590K 0.01%
+32,061
36 37
38
39 40