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CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$2.33B
1-Year Est. Return
25.21%
This Fund
S&P 500
This Quarter
Est. Return
+6.36%
1 Year Est. Return
+25.21%
3 Year Est. Return
+69.83%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1B
Cap. Flow
% of AUM
98.43%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
469
New
469
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$53.1M |
| 2 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$40.8M |
| 3 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$34.3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$34.2M |
| 5 |
Vanguard Total Bond Market
BND
|
+$28.6M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.85% |
| 2 | Consumer Staples | 4.27% |
| 3 | Financials | 3.93% |
| 4 | Industrials | 3.64% |
| 5 | Consumer Discretionary | 2.66% |
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Cornerstone Wealth Management's Q1 2023 Portfolio in Review
Q1 2023 is the first quarter with a 13F filing on record for Cornerstone Wealth Management, which disclosed 469 positions worth $1.02B. Its ten largest holdings account for 29% of the portfolio.
Its largest position is Apple: 360,194 shares worth $59.4M.
By sector, the portfolio is most concentrated in Technology at 8.9% of assets, followed by Consumer Staples and Financials.
- Cornerstone Wealth Management's largest Q1 2023 buy was Apple: 360,194 shares worth $59.4M.
- Cornerstone Wealth Management's ten largest holdings make up 29% of its $1.02B portfolio in Q1 2023.
- Cornerstone Wealth Management disclosed 469 positions in Q1 2023, its first 13F filing on record.
Based on Cornerstone Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.