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
1051
$447K 0.01%
+32,967
1052
$447K 0.01%
+12,905
1053
$445K 0.01%
+19,700
1054
$444K 0.01%
+6,740
1055
$441K 0.01%
+27,197
1056
$433K ﹤0.01%
+32,307
1057
$431K ﹤0.01%
+1,033
1058
$426K ﹤0.01%
+11,191
1059
$425K ﹤0.01%
+18
1060
$422K ﹤0.01%
+2,671
1061
$421K ﹤0.01%
+10,517
1062
$418K ﹤0.01%
+26,965
1063
$415K ﹤0.01%
+44,894
1064
$415K ﹤0.01%
+30,467
1065
$415K ﹤0.01%
+42,104
1066
$414K ﹤0.01%
+28,175
1067
$413K ﹤0.01%
+16,575
1068
$411K ﹤0.01%
+12,261
1069
$411K ﹤0.01%
+42,752
1070
$409K ﹤0.01%
+28,417
1071
$408K ﹤0.01%
+9,005
1072
$405K ﹤0.01%
+14,029
1073
$404K ﹤0.01%
+30,568
1074
$401K ﹤0.01%
693,930
+683,150
1075
$400K ﹤0.01%
+8,040
41 42
43
44 45