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
$468M
AUM Growth
-$7.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,329
New
Increased
Reduced
Closed

Top Sells

1 +$172B
2 +$7.19B
3 +$3.17B
4
AAPL icon
Apple
AAPL
+$2.26B
5
AMZN icon
Amazon
AMZN
+$1.98B

Sector Composition

1 Technology 4.63%
2 Consumer Staples 3.85%
3 Financials 3.41%
4 Industrials 2.78%
5 Communication Services 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
-34,480
1177
-16,159
1178
-124,984
1179
-129,775
1180
-52,271
1181
-57,204
1182
-27,276
1183
-10,543
1184
-395,495
1185
-7,859
1186
-71,071
1187
-28,384
1188
-396,337
1189
-9,082
1190
-387,709
1191
-436,409
1192
-414,179
1193
-501,345
1194
-23,484
1195
-378,577
1196
-402,763
1197
-384,747
1198
-9,599
1199
-26,995
1200
-15,156