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
1076
$400K ﹤0.01%
+6,064
1077
$400K ﹤0.01%
+37,768
1078
$400K ﹤0.01%
+5,692
1079
$400K ﹤0.01%
+8,568
1080
$400K ﹤0.01%
+13,549
1081
$400K ﹤0.01%
+2,140
1082
$400K ﹤0.01%
+2,876
1083
$400K ﹤0.01%
+5,148
1084
$400K ﹤0.01%
+5,064
1085
$395K ﹤0.01%
+107,970
1086
$394K ﹤0.01%
+48,222
1087
$392K ﹤0.01%
+37,754
1088
$391K ﹤0.01%
+70,232
1089
$389K ﹤0.01%
+14,218
1090
$389K ﹤0.01%
+10,756
1091
$389K ﹤0.01%
+9,651
1092
$388K ﹤0.01%
+65,920
1093
$387K ﹤0.01%
51,262
+47,169
1094
$385K ﹤0.01%
+19,262
1095
$384K ﹤0.01%
+5,711
1096
$383K ﹤0.01%
+4,037
1097
$382K ﹤0.01%
+20,265
1098
$382K ﹤0.01%
+19,543
1099
$382K ﹤0.01%
+102
1100
$380K ﹤0.01%
+12,813
42 43
44
45 46