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 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
1126
$353K ﹤0.01%
+19,571
1127
$353K ﹤0.01%
+10,714
1128
$352K ﹤0.01%
+554
1129
$352K ﹤0.01%
+8,096
1130
$350K ﹤0.01%
+1,187
1131
$350K ﹤0.01%
+548
1132
$350K ﹤0.01%
+1,078
1133
$350K ﹤0.01%
+22,418
1134
$350K ﹤0.01%
+16,548
1135
$349K ﹤0.01%
+9,621
1136
$348K ﹤0.01%
+633
1137
$347K ﹤0.01%
+1,467
1138
$344K ﹤0.01%
+2,181
1139
$343K ﹤0.01%
+14,698
1140
$343K ﹤0.01%
+7,580
1141
$342K ﹤0.01%
+24,776
1142
$341K ﹤0.01%
+59,068
1143
$341K ﹤0.01%
+499,329
1144
$341K ﹤0.01%
+35,876
1145
$340K ﹤0.01%
+11,425
1146
$340K ﹤0.01%
+42,617
1147
$337K ﹤0.01%
+15,772
1148
$337K ﹤0.01%
+1,409,232
1149
$337K ﹤0.01%
+3,623
1150
$336K ﹤0.01%
+11,823