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
1151
$335K ﹤0.01%
+30,933
1152
$335K ﹤0.01%
36,897
+33,265
1153
$335K ﹤0.01%
+9,544
1154
$334K ﹤0.01%
+14,749
1155
$333K ﹤0.01%
+63
1156
$333K ﹤0.01%
+2,747
1157
$332K ﹤0.01%
+9,021
1158
$331K ﹤0.01%
+3,998
1159
$330K ﹤0.01%
+9,101
1160
$328K ﹤0.01%
+15,502
1161
$328K ﹤0.01%
+18,954
1162
$328K ﹤0.01%
+54,820
1163
$325K ﹤0.01%
+31,869
1164
$325K ﹤0.01%
+9,953
1165
$324K ﹤0.01%
+7,620
1166
$323K ﹤0.01%
+7,614
1167
$323K ﹤0.01%
+18,124
1168
$322K ﹤0.01%
+66,335
1169
$320K ﹤0.01%
+12,173
1170
$320K ﹤0.01%
+14,784
1171
$319K ﹤0.01%
+56,655
1172
$318K ﹤0.01%
+4,395
1173
$316K ﹤0.01%
+18
1174
$312K ﹤0.01%
+13,129
1175
$309K ﹤0.01%
+11,627
45 46
47
48 49