CWM

Cornerstone Wealth Management Portfolio holdings

AUM $2B
1-Year Est. Return 19.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$7.36M
3
+$4.43M
4
SPMO icon
Invesco S&P 500 Momentum ETF
SPMO
+$3.13M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.22M

Top Sells

1
+$9.51M
2
+$5.53M
3
+$2.47M
4
FESM icon
Fidelity Enhanced Small Cap Core ETF
FESM
+$1.21M
5
QQQJ icon
Invesco NASDAQ Next Gen 100 ETF
QQQJ
+$961K

Sector Composition

1 Technology 12.39%
2 Financials 4.36%
3 Industrials 4.17%
4 Consumer Staples 3.62%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.11M 0.17%
51,826
+1,313
127
$3.09M 0.17%
37,408
-4
128
$3.08M 0.17%
10,130
-195
129
$2.96M 0.16%
51,486
-4,906
130
$2.86M 0.16%
13,234
-179
131
$2.77M 0.15%
5,917
-37
132
$2.77M 0.15%
20,897
+8,236
133
$2.75M 0.15%
4,831
-198
134
$2.73M 0.15%
25,596
+204
135
$2.7M 0.15%
64,047
+219
136
$2.7M 0.15%
49,806
+4,095
137
$2.7M 0.15%
28,800
-393
138
$2.61M 0.14%
9,333
+716
139
$2.59M 0.14%
26,771
+7,519
140
$2.56M 0.14%
20,364
-73
141
$2.53M 0.14%
99,379
+2,795
142
$2.53M 0.14%
24,236
-60
143
$2.51M 0.14%
6,186
-163
144
$2.49M 0.14%
16,139
-310
145
$2.47M 0.14%
15,241
+9
146
$2.45M 0.14%
20,300
+3
147
$2.42M 0.13%
24,378
+3
148
$2.38M 0.13%
6,982
+338
149
$2.36M 0.13%
73,818
+1,917
150
$2.33M 0.13%
20,372
+45
4 5
6
7 8