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
1226
$275K ﹤0.01%
+8,938
1227
$272K ﹤0.01%
+13,397
1228
$272K ﹤0.01%
+61,502
1229
$271K ﹤0.01%
+4,558
1230
$271K ﹤0.01%
+236,635
1231
$271K ﹤0.01%
+34,279
1232
$270K ﹤0.01%
+4,790
1233
$267K ﹤0.01%
+6,878
1234
$266K ﹤0.01%
+32,854
1235
$265K ﹤0.01%
+19,621
1236
$265K ﹤0.01%
+15,272
1237
$264K ﹤0.01%
+10,777
1238
$263K ﹤0.01%
+11,414
1239
$261K ﹤0.01%
+3,401
1240
$261K ﹤0.01%
+6,222
1241
$260K ﹤0.01%
+8,692
1242
$260K ﹤0.01%
+13,603
1243
$260K ﹤0.01%
+43,602
1244
$258K ﹤0.01%
+14,726
1245
$255K ﹤0.01%
+8,364
1246
$255K ﹤0.01%
+20,426
1247
$254K ﹤0.01%
+13,675
1248
$253K ﹤0.01%
+6,930
1249
$253K ﹤0.01%
+14,806
1250
$252K ﹤0.01%
+8,175