Portfolio (Quarterly)
Guide ↗
W.H. Cornerstone Investments Inc.
· CIK 0001940823| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CRM | SALESFORCE INC | Technology | 1,855 | $491K | 0.30% | SOLD |
| 2 | CMCSA | COMCAST CORP NEW | Communication Services | 15,720 | $470K | 0.28% | SOLD |
| 3 | NOW | SERVICENOW INC | Technology | 2,000 | $306K | 0.18% | SOLD |
| 4 | MRVL | MARVELL TECHNOLOGY INC | Technology | 2,764 | $235K | 0.14% | SOLD |
| 5 | XLF | SELECT SECTOR SPDR TR | — | 3,711 | $203K | 0.12% | SOLD |
Sector Allocation
Technology
21.8%
Consumer Defensive
14.9%
Financial Services
13.4%
Consumer Cyclical
10.8%
Healthcare
9.6%
Communication Services
8.6%
Industrials
5.6%
Basic Materials
5.5%
Utilities
4.4%
Energy
4.3%