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 Buys

1
+$221M
2
+$191M
3
+$183M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$147M

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
1351
$191K ﹤0.01%
+16,306
1352
$188K ﹤0.01%
+53,928
1353
$187K ﹤0.01%
+11,869
1354
$185K ﹤0.01%
+42,750
1355
$185K ﹤0.01%
+16,503
1356
$185K ﹤0.01%
+14,032
1357
$182K ﹤0.01%
+11,011
1358
$182K ﹤0.01%
+11,306
1359
$182K ﹤0.01%
+53,188
1360
$181K ﹤0.01%
+11,863
1361
$177K ﹤0.01%
+17,560
1362
$176K ﹤0.01%
+17,477
1363
$176K ﹤0.01%
+132,184
1364
$175K ﹤0.01%
+60,980
1365
$172K ﹤0.01%
+28,665
1366
$171K ﹤0.01%
+15,079
1367
$169K ﹤0.01%
+76,992
1368
$167K ﹤0.01%
+17,331
1369
$166K ﹤0.01%
+31,980
1370
$165K ﹤0.01%
+246,540
1371
$164K ﹤0.01%
+10,992
1372
$163K ﹤0.01%
+17,702
1373
$160K ﹤0.01%
+42,561
1374
$159K ﹤0.01%
+109,260
1375
$159K ﹤0.01%
+21,199
53 54
55
56 57