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
$146M
AUM Growth
-$366K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,301
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.17M
3 +$1.07M
4
IAU icon
iShares Gold Trust
IAU
+$686K
5
MSFT icon
Microsoft
MSFT
+$264K

Sector Composition

1 Technology 11.25%
2 Consumer Discretionary 10.25%
3 Financials 8.6%
4 Healthcare 6.45%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$8K 0.01%
659
+184
652
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134
653
$8K 0.01%
48
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690
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191
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