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
1326
$200K ﹤0.01%
+1,530
1327
$200K ﹤0.01%
+3,406
1328
$200K ﹤0.01%
+9,834
1329
$200K ﹤0.01%
+320
1330
$200K ﹤0.01%
+4,430
1331
$200K ﹤0.01%
+8,686
1332
$200K ﹤0.01%
+14,138
1333
$200K ﹤0.01%
+2,902
1334
$200K ﹤0.01%
+5,724
1335
$200K ﹤0.01%
+19,063
1336
$200K ﹤0.01%
+218
1337
$200K ﹤0.01%
+13,187
1338
$200K ﹤0.01%
+2,160
1339
$200K ﹤0.01%
+23
1340
$200K ﹤0.01%
+13,030
1341
$200K ﹤0.01%
+4,260
1342
$200K ﹤0.01%
+2,526
1343
$200K ﹤0.01%
+4,436
1344
$200K ﹤0.01%
+7,060
1345
$200K ﹤0.01%
+1,294
1346
$198K ﹤0.01%
+24,845
1347
$195K ﹤0.01%
+19,741
1348
$194K ﹤0.01%
+48,170
1349
$193K ﹤0.01%
+31,785
1350
$192K ﹤0.01%
+11,386
52 53
54
55 56