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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
$137M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
801
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$2.44M
3 +$846K
4
WYNN icon
Wynn Resorts
WYNN
+$616K
5
TSM icon
TSMC
TSM
+$599K

Top Sells

1 +$18.5M
2 +$2.44M
3 +$2.14M
4
P
Pandora Media Inc
P
+$1.11M
5
YUM icon
Yum! Brands
YUM
+$882K

Sector Composition

1 Consumer Discretionary 15.6%
2 Technology 14.43%
3 Consumer Staples 7.54%
4 Financials 5.23%
5 Industrials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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+21
724
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11
725
$1K ﹤0.01%
15