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
$7.95B
AUM Growth
-$921M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,622
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$46.4M
3 +$40.1M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$33.3M
5
CHK
Chesapeake Energy Corporation
CHK
+$32.8M

Sector Composition

1 Financials 5.73%
2 Energy 3.8%
3 Consumer Staples 3.56%
4 Technology 3.39%
5 Industrials 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
-85,454
1302
-43,483
1303
-12,342
1304
-11,877
1305
-240,029
1306
-10,992
1307
-5,428
1308
-23,474
1309
-11,870
1310
-87,885
1311
-76,379
1312
-40,160
1313
-243,376
1314
-70,088
1315
-10,139
1316
-50,346
1317
-659
1318
-124,071
1319
-193,082
1320
-316,163
1321
-145,892
1322
-349
1323
-78,969
1324
-1,552,249
1325
-53,188