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
976
$553K 0.01%
+7,438
977
$550K 0.01%
+39,000
978
$549K 0.01%
+15,180
979
$549K 0.01%
+24,347
980
$546K 0.01%
+20,011
981
$543K 0.01%
+10,219
982
$543K 0.01%
+8,982
983
$540K 0.01%
+1,874
984
$540K 0.01%
+4,774
985
$538K 0.01%
+70,913
986
$536K 0.01%
+24,334
987
$536K 0.01%
+84,618
988
$532K 0.01%
+30,835
989
$530K 0.01%
+398
990
$528K 0.01%
+7,271
991
$527K 0.01%
+73,938
992
$525K 0.01%
+7,769
993
$525K 0.01%
+8,610
994
$523K 0.01%
+7,029
995
$522K 0.01%
+38,164
996
$521K 0.01%
+19,563
997
$521K 0.01%
+24,107
998
$520K 0.01%
+4,124
999
$520K 0.01%
+4,222
1000
$518K 0.01%
+72,937
38 39
40
41 42