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
$950M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Sells

1 +$2.47M
2 +$1.99M
3 +$1.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
T icon
AT&T
T
+$760K

Sector Composition

1 Technology 7.71%
2 Consumer Staples 3.81%
3 Financials 3.62%
4 Industrials 3.08%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.08M 0.11%
58,526
-364
177
$1.08M 0.11%
7,164
+295
178
$1.07M 0.11%
49,951
+32,514
179
$1.07M 0.11%
17,506
+530
180
$1.06M 0.11%
15,855
+1,183
181
$1.05M 0.11%
9,579
+235
182
$1.04M 0.11%
4,719
-211
183
$1.03M 0.11%
16,210
-1,132
184
$1M 0.11%
+45,128
185
$1M 0.11%
30,389
+4,182
186
$993K 0.1%
2,509
+446
187
$985K 0.1%
37,761
+2,238
188
$981K 0.1%
18,509
+536
189
$980K 0.1%
5,919
-35
190
$972K 0.1%
15,853
191
$958K 0.1%
15,724
+1,756
192
$954K 0.1%
13,048
+2,057
193
$933K 0.1%
1,767
-23
194
$923K 0.1%
11,102
-1,257
195
$920K 0.1%
31,929
-16,347
196
$911K 0.1%
2,315
-483
197
$897K 0.09%
7,124
-3,473
198
$879K 0.09%
1,789
199
$871K 0.09%
3,970
+134
200
$869K 0.09%
6,082
+601