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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
576
$5K 0.01%
230
577
$5K 0.01%
206
578
$5K 0.01%
94
+47
579
$5K 0.01%
+93
580
$5K 0.01%
233
581
$4K ﹤0.01%
250
582
$4K ﹤0.01%
350
583
$4K ﹤0.01%
90
584
$4K ﹤0.01%
245
585
$4K ﹤0.01%
49
586
$4K ﹤0.01%
57
587
$4K ﹤0.01%
23
588
$4K ﹤0.01%
78
589
$4K ﹤0.01%
+1,012
590
$4K ﹤0.01%
442
+285
591
$4K ﹤0.01%
+91
592
$4K ﹤0.01%
500
-130
593
$4K ﹤0.01%
132
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$4K ﹤0.01%
52
595
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45
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596
$4K ﹤0.01%
55
597
$4K ﹤0.01%
74
598
$4K ﹤0.01%
98
599
$4K ﹤0.01%
76
600
$4K ﹤0.01%
102
+53
22 23
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