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
1376
$158K ﹤0.01%
+10,543
1377
$158K ﹤0.01%
+22,524
1378
$157K ﹤0.01%
+35,241
1379
$157K ﹤0.01%
+38,956
1380
$156K ﹤0.01%
+23,227
1381
$154K ﹤0.01%
+10,012
1382
$154K ﹤0.01%
+11,527
1383
$153K ﹤0.01%
+25,092
1384
$151K ﹤0.01%
+241,880
1385
$150K ﹤0.01%
+109,896
1386
$145K ﹤0.01%
+24,521
1387
$143K ﹤0.01%
+14,114
1388
$140K ﹤0.01%
+30,246
1389
$136K ﹤0.01%
+17,633
1390
$131K ﹤0.01%
+26,084
1391
$130K ﹤0.01%
+19,810
1392
$128K ﹤0.01%
+16,373
1393
$127K ﹤0.01%
+23,539
1394
$126K ﹤0.01%
+29,630
1395
$122K ﹤0.01%
+33,552
1396
$121K ﹤0.01%
24,795
+22,042
1397
$115K ﹤0.01%
+30,584
1398
$114K ﹤0.01%
+14,889
1399
$113K ﹤0.01%
+32,687
1400
$113K ﹤0.01%
+31,090