CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
This Quarter Return
+1.74%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.97%
Holding
91
New
89
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$10.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$10.2M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$8.61M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$7.49M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$7.19M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 0% |
