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
1201
$299K ﹤0.01%
+1,659
1202
$298K ﹤0.01%
+3,722
1203
$297K ﹤0.01%
+279,770
1204
$297K ﹤0.01%
+6,573
1205
$296K ﹤0.01%
+103,937
1206
$295K ﹤0.01%
+65,861
1207
$295K ﹤0.01%
+24,411
1208
$290K ﹤0.01%
+4,550
1209
$290K ﹤0.01%
+9,544
1210
$287K ﹤0.01%
+4,968
1211
$285K ﹤0.01%
+23,474
1212
$283K ﹤0.01%
+300
1213
$282K ﹤0.01%
+2,132
1214
$281K ﹤0.01%
+15,199
1215
$280K ﹤0.01%
+54,918
1216
$280K ﹤0.01%
+2,523
1217
$279K ﹤0.01%
+21,676
1218
$278K ﹤0.01%
+9,970
1219
$278K ﹤0.01%
+1,137
1220
$278K ﹤0.01%
+2,830
1221
$277K ﹤0.01%
+10,518
1222
$277K ﹤0.01%
+37,575
1223
$277K ﹤0.01%
+16,595
1224
$276K ﹤0.01%
+13,802
1225
$275K ﹤0.01%
+4,169