CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.92B
1-Year Est. Return 17.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.25%
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 Buys

1
+$249B
2
+$9.88B
3
+$5.3B
4
AAPL icon
Apple
AAPL
+$3.02B
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.95B

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
1251
$250K ﹤0.01%
+26,040
1252
$250K ﹤0.01%
+6,938
1253
$250K ﹤0.01%
+5,512
1254
$250K ﹤0.01%
+7,040
1255
$250K ﹤0.01%
+2,023
1256
$250K ﹤0.01%
+6,198
1257
$248K ﹤0.01%
+13,387
1258
$247K ﹤0.01%
+57,438
1259
$246K ﹤0.01%
+32,301
1260
$246K ﹤0.01%
47,859
+46,899
1261
$245K ﹤0.01%
11,200
+2,211
1262
$242K ﹤0.01%
+33,054
1263
$240K ﹤0.01%
+30,480
1264
$240K ﹤0.01%
+3,480
1265
$237K ﹤0.01%
+68,967
1266
$237K ﹤0.01%
+13,675
1267
$236K ﹤0.01%
+512
1268
$235K ﹤0.01%
+19,235
1269
$235K ﹤0.01%
+55,994
1270
$235K ﹤0.01%
+44,134
1271
$234K ﹤0.01%
+13,905
1272
$233K ﹤0.01%
+26,877
1273
$232K ﹤0.01%
+31,410
1274
$232K ﹤0.01%
+498
1275
$231K ﹤0.01%
+8,799
49 50
51
52 53