CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$10.2M
3
+$8.61M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.19M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$258K 0.2%
+5,124
77
$256K 0.19%
+3,013
78
$244K 0.19%
+6,338
79
$237K 0.18%
+14,131
80
$231K 0.18%
+7,921
81
$219K 0.17%
+2,399
82
$218K 0.17%
+4,429
83
$214K 0.16%
+3,913
84
$211K 0.16%
+2,886
85
$205K 0.16%
+7,007
86
$205K 0.16%
+1,933
87
$202K 0.15%
+5,407
88
$202K 0.15%
+2,867
89
$150K 0.11%
+1,489
90
– –
0
91
– –
0
1 2 3
4