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
1301
$214K ﹤0.01%
+23,139
1302
$213K ﹤0.01%
+5,223
1303
$213K ﹤0.01%
+790
1304
$212K ﹤0.01%
+6,773
1305
$212K ﹤0.01%
+9,004
1306
$212K ﹤0.01%
+1,832
1307
$210K ﹤0.01%
+456
1308
$210K ﹤0.01%
+22,285
1309
$210K ﹤0.01%
+11,491
1310
$209K ﹤0.01%
+5,035
1311
$209K ﹤0.01%
+2,834
1312
$208K ﹤0.01%
+7,993
1313
$208K ﹤0.01%
+1,466
1314
$208K ﹤0.01%
+6,829
1315
$208K ﹤0.01%
+3,644
1316
$207K ﹤0.01%
+11,499
1317
$206K ﹤0.01%
+2,126
1318
$206K ﹤0.01%
+3,694
1319
$205K ﹤0.01%
+18,102
1320
$202K ﹤0.01%
+5,936
1321
$202K ﹤0.01%
+8,901
1322
$202K ﹤0.01%
+1,001
1323
$200K ﹤0.01%
+2,988
1324
$200K ﹤0.01%
+14,888
1325
$200K ﹤0.01%
+1,530