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
1201
-8,390
1202
-16,753
1203
-10,851
1204
-65,756
1205
-76,933
1206
-111,658
1207
-43,393
1208
-27,015
1209
-23,082
1210
-81,958
1211
-41,232
1212
-9,138
1213
-10,486
1214
-3,655
1215
-176,553
1216
-417,153
1217
-11,668
1218
-11,141
1219
-2,786
1220
-233,129
1221
-31,958
1222
-41,087
1223
-10,062
1224
-60,746
1225
-75,680