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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
676
$3K ﹤0.01%
338
+139
677
$3K ﹤0.01%
316
678
$3K ﹤0.01%
34
679
$3K ﹤0.01%
105
680
$3K ﹤0.01%
300
681
$3K ﹤0.01%
87
+66
682
$3K ﹤0.01%
30
-5
683
$3K ﹤0.01%
130
684
$2K ﹤0.01%
36
-60
685
$2K ﹤0.01%
+64
686
$2K ﹤0.01%
+11
687
$2K ﹤0.01%
38
688
$2K ﹤0.01%
83
+4
689
$2K ﹤0.01%
87
-56
690
$2K ﹤0.01%
+12
691
$2K ﹤0.01%
20
-4
692
$2K ﹤0.01%
21
693
$2K ﹤0.01%
112
694
$2K ﹤0.01%
36
-256
695
$2K ﹤0.01%
+13
696
$2K ﹤0.01%
50
-80
697
$2K ﹤0.01%
80
698
$2K ﹤0.01%
11
+3
699
$2K ﹤0.01%
+29
700
$2K ﹤0.01%
182
26 27
28
29 30