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
1326
-2,830
1327
-11,390
1328
-20,009
1329
-2,834
1330
-7,941
1331
-113,762
1332
-216,568
1333
-290,472
1334
-56,694
1335
-17,979
1336
-3,644
1337
-161,260
1338
-178,173
1339
-6,930
1340
-47,326
1341
-9,834
1342
-6,938
1343
-49,913
1344
-172
1345
-30,584
1346
-10,359
1347
-445,586
1348
-11,627
1349
-14,114
1350
-10,012