CAW

Cornerstone Advisors (Washington) Portfolio holdings

AUM $936M
1-Year Est. Return 8.77%
This Quarter Est. Return
1 Year Est. Return
+8.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,269
New
Increased
Reduced
Closed

Top Buys

1 +$5.2M
2 +$416K
3 +$309K
4
TSLA icon
Tesla
TSLA
+$297K
5
STE icon
Steris
STE
+$127K

Top Sells

1 +$2.54M
2 +$1.71M
3 +$627K
4
MSFT icon
Microsoft
MSFT
+$462K
5
ACN icon
Accenture
ACN
+$236K

Sector Composition

1 Consumer Discretionary 13.96%
2 Technology 11.49%
3 Financials 8.32%
4 Healthcare 7.13%
5 Industrials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$10K 0.01%
647
+210
652
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366
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$9K 0.01%
221
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656
$9K 0.01%
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657
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658
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168
659
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660
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661
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$9K 0.01%
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$9K 0.01%
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675
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