CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
This Quarter Return
+2.66%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$271M
AUM Growth
–
Cap. Flow
+$271M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
272
New
272
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$14.7M |
| 2 |
Vanguard Total Bond Market
BND
|
$13.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$13.4M |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$11.9M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$7.91M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 5.36% |
| 2 | Industrials | 4.31% |
| 3 | Financials | 2.69% |
| 4 | Healthcare | 2.6% |
| 5 | Energy | 2.56% |
