CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.65B
This Quarter Return
+6.36%
1 Year Return
+15%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.02B
AUM Growth
–
Cap. Flow
+$1.02B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
469
New
469
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$59.4M |
| 2 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
$41.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$35.1M |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$33.7M |
| 5 |
Vanguard Total Bond Market
BND
|
$28.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 8.85% |
| 2 | Consumer Staples | 4.27% |
| 3 | Financials | 3.93% |
| 4 | Industrials | 3.64% |
| 5 | Consumer Discretionary | 2.66% |
