CWM

Cornerstone Wealth Management Portfolio holdings

AUM $1.81B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$823M
AUM Growth
+$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$3.48M
3
+$2.99M
4
AMZN icon
Amazon
AMZN
+$2.57M
5
ADM icon
Archer Daniels Midland
ADM
+$2.51M

Top Sells

1
+$6.04M
2
+$3.68M
3
+$3.41M
4
IYW icon
iShares US Technology ETF
IYW
+$2.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.02M

Sector Composition

1 Industrials 5.78%
2 Consumer Staples 4.61%
3 Financials 3.94%
4 Technology 3.78%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.09M 0.13%
6,148
+736
177
$1.08M 0.13%
8,057
+569
178
$1.08M 0.13%
13,131
179
$1.07M 0.13%
9,474
-47
180
$1.03M 0.12%
10,786
+2,431
181
$1.02M 0.12%
8,242
-681
182
$998K 0.12%
+1,800
183
$978K 0.12%
14,049
+1,309
184
$977K 0.12%
5,813
-1,323
185
$960K 0.12%
4,499
+526
186
$957K 0.12%
4,303
+306
187
$956K 0.12%
7,124
-410
188
$950K 0.12%
4,003
+659
189
$946K 0.11%
6,709
-1,410
190
$945K 0.11%
15,176
+2,174
191
$942K 0.11%
4,904
+264
192
$933K 0.11%
75,272
+136
193
$913K 0.11%
+1,910
194
$907K 0.11%
+9,702
195
$893K 0.11%
10,465
+151
196
$889K 0.11%
9,649
-112
197
$888K 0.11%
16,924
+262
198
$882K 0.11%
13,366
-586
199
$873K 0.11%
15,033
-1,761
200
$865K 0.11%
6,524
+935
6 7
8
9 10