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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
$750M
AUM Growth
-$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,558
New
Increased
Reduced
Closed

Top Buys

1
+$19M
2
+$5.45M
3
+$1.4M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.36M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.18M

Top Sells

1
+$222M
2
+$42.3M
3
+$12.4M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.6M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$8.18M

Sector Composition

1 Technology 1.64%
2 Consumer Staples 1.06%
3 Consumer Discretionary 1.04%
4 Industrials 0.79%
5 Healthcare 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
38
627
$1K ﹤0.01%
66
628
$1K ﹤0.01%
30
629
$1K ﹤0.01%
+29
630
$1K ﹤0.01%
62
631
$1K ﹤0.01%
16
632
$1K ﹤0.01%
8
633
$1K ﹤0.01%
37
634
$1K ﹤0.01%
+25
635
$1K ﹤0.01%
48
636
$1K ﹤0.01%
31
637
$1K ﹤0.01%
41
638
$1K ﹤0.01%
49
639
$1K ﹤0.01%
35
640
$1K ﹤0.01%
28
-3
641
$1K ﹤0.01%
13
642
$1K ﹤0.01%
96
-57
643
$1K ﹤0.01%
+34
644
$1K ﹤0.01%
16
645
$1K ﹤0.01%
32
646
$1K ﹤0.01%
29
647
$1K ﹤0.01%
23
648
$1K ﹤0.01%
34
649
$1K ﹤0.01%
8
650
$1K ﹤0.01%
20
24 25
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27 28