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
951
$589K 0.01%
+42,514
952
$588K 0.01%
+55,143
953
$583K 0.01%
+8,123
954
$583K 0.01%
+56,999
955
$583K 0.01%
+21,916
956
$580K 0.01%
+12,615
957
$578K 0.01%
+14,262
958
$578K 0.01%
+20,176
959
$575K 0.01%
+33,934
960
$575K 0.01%
+44,522
961
$575K 0.01%
+6,400
962
$573K 0.01%
+40,838
963
$570K 0.01%
+37,067
964
$570K 0.01%
+21,085
965
$570K 0.01%
+92,352
966
$567K 0.01%
+28,271
967
$564K 0.01%
+4,795
968
$562K 0.01%
+22,457
969
$560K 0.01%
+43,993
970
$560K 0.01%
+23,568
971
$557K 0.01%
+90,920
972
$557K 0.01%
+17,712
973
$557K 0.01%
+15,106
974
$556K 0.01%
+16,394
975
$553K 0.01%
+104,996
37 38
39
40 41