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
1276
$230K ﹤0.01%
+4,899
1277
$230K ﹤0.01%
+1,520
1278
$229K ﹤0.01%
+6,137
1279
$228K ﹤0.01%
+30,767
1280
$226K ﹤0.01%
+5,205
1281
$225K ﹤0.01%
+128,960
1282
$225K ﹤0.01%
+49,728
1283
$225K ﹤0.01%
+43,496
1284
$225K ﹤0.01%
+5,058
1285
$225K ﹤0.01%
+11,390
1286
$224K ﹤0.01%
+2,332
1287
$224K ﹤0.01%
+7,283
1288
$224K ﹤0.01%
+3,114
1289
$223K ﹤0.01%
+87,120
1290
$222K ﹤0.01%
+8,056
1291
$222K ﹤0.01%
+14,450
1292
$220K ﹤0.01%
+9,867
1293
$220K ﹤0.01%
+10,690
1294
$219K ﹤0.01%
+7,643
1295
$218K ﹤0.01%
+19,764
1296
$218K ﹤0.01%
+13,895
1297
$218K ﹤0.01%
+2,745
1298
$217K ﹤0.01%
+27,799
1299
$216K ﹤0.01%
+1,221
1300
$215K ﹤0.01%
+7,221
50 51
52
53 54