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
$1.48B
AUM Growth
+$61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$5.67M
3 +$5.39M
4
WMT icon
Walmart
WMT
+$3.2M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$3.09M

Top Sells

1 +$10.8M
2 +$10.6M
3 +$4.2M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.62M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$2.09M

Sector Composition

1 Technology 12.37%
2 Financials 4.56%
3 Industrials 4.08%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.39M 0.09%
10,791
+185
177
$1.38M 0.09%
13,949
+1,239
178
$1.38M 0.09%
19,193
-140
179
$1.36M 0.09%
3,210
+112
180
$1.36M 0.09%
7,745
+437
181
$1.34M 0.09%
37,385
+20,741
182
$1.33M 0.09%
11,585
+1,053
183
$1.33M 0.09%
28,359
+6,941
184
$1.31M 0.09%
49,900
+11,991
185
$1.31M 0.09%
50,379
+5,421
186
$1.31M 0.09%
8,533
-1,438
187
$1.31M 0.09%
24,037
+1,104
188
$1.3M 0.09%
5,333
-208
189
$1.29M 0.09%
7,829
-27
190
$1.28M 0.09%
3,841
-437
191
$1.27M 0.09%
34,182
+1,400
192
$1.27M 0.09%
44,235
+4,545
193
$1.26M 0.09%
10,016
+852
194
$1.26M 0.09%
36,996
+8,332
195
$1.26M 0.08%
41,261
+2,375
196
$1.25M 0.08%
29,503
+227
197
$1.23M 0.08%
25,897
+4,815
198
$1.23M 0.08%
19,258
-249
199
$1.22M 0.08%
5,356
+2,296
200
$1.21M 0.08%
8,819
-558