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CAW

Cornerstone Advisors (Washington) Portfolio holdings

AUM $936M
1-Year Est. Return 8.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$7.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
818
New
Increased
Reduced
Closed

Top Buys

1
+$395K
2
+$386K
3
+$210K
4
AAPL icon
Apple
AAPL
+$80.3K
5
IRM icon
Iron Mountain
IRM
+$72K

Top Sells

1
+$3.13M
2
+$2.25M
3
+$1.32M
4
HSP
HOSPIRA INC
HSP
+$681K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$673K

Sector Composition

1 Consumer Discretionary 17.07%
2 Technology 12.72%
3 Consumer Staples 7.95%
4 Financials 5.74%
5 Industrials 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
104
552
$3K ﹤0.01%
76
-92
553
$3K ﹤0.01%
46
554
$3K ﹤0.01%
324
+52
555
$3K ﹤0.01%
173
+89
556
$3K ﹤0.01%
38
557
$3K ﹤0.01%
148
+6
558
$3K ﹤0.01%
58
+30
559
$3K ﹤0.01%
76
560
$3K ﹤0.01%
13
561
$3K ﹤0.01%
+431
562
$3K ﹤0.01%
19
563
$3K ﹤0.01%
101
+22
564
$3K ﹤0.01%
59
-9
565
$3K ﹤0.01%
253
-52
566
$3K ﹤0.01%
73
567
$3K ﹤0.01%
38
568
$3K ﹤0.01%
70
569
$3K ﹤0.01%
55
570
$3K ﹤0.01%
25
571
$3K ﹤0.01%
+68
572
$2K ﹤0.01%
21
573
$2K ﹤0.01%
39
574
$2K ﹤0.01%
60
575
$2K ﹤0.01%
276
+5
21 22
23
24 25