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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
$95M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,001
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$271K
3
+$244K
4
JNJ icon
Johnson & Johnson
JNJ
+$227K
5
T icon
AT&T
T
+$221K

Top Sells

1
+$616K
2
+$195K
3
+$190K
4
VIPS icon
Vipshop
VIPS
+$187K
5
WYNN icon
Wynn Resorts
WYNN
+$170K

Sector Composition

1 Consumer Discretionary 21.02%
2 Consumer Staples 6.81%
3 Technology 6.4%
4 Healthcare 5%
5 Financials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$5K 0.01%
127
+9
552
$5K 0.01%
208
+158
553
$5K 0.01%
40
554
$5K 0.01%
1,400
555
$5K 0.01%
287
+198
556
$5K 0.01%
48
557
$5K 0.01%
267
558
$5K 0.01%
468
-120
559
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139
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560
$5K 0.01%
96
561
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562
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216
563
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917
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$5K 0.01%
130
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$5K 0.01%
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567
$5K 0.01%
53
568
$5K 0.01%
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569
$5K 0.01%
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570
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100
573
$5K 0.01%
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574
$5K 0.01%
619
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575
$5K 0.01%
312
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