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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
$723M
AUM Growth
-$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
840
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$106M
3
+$44.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$42.2M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$13.6M

Top Sells

1
+$137M
2
+$47M
3
+$45M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$19.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$2.58M

Sector Composition

1 Technology 2.66%
2 Consumer Staples 1.11%
3 Healthcare 0.96%
4 Consumer Discretionary 0.91%
5 Industrials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$1K ﹤0.01%
44
-81
702
$1K ﹤0.01%
+25
703
$1K ﹤0.01%
+53
704
$1K ﹤0.01%
+55
705
$1K ﹤0.01%
34
-22
706
$1K ﹤0.01%
+142
707
$1K ﹤0.01%
+52
708
$1K ﹤0.01%
+3
709
$1K ﹤0.01%
+32
710
$1K ﹤0.01%
+94
711
$1K ﹤0.01%
31
712
$1K ﹤0.01%
17
+4
713
$1K ﹤0.01%
31
714
$1K ﹤0.01%
39
715
$1K ﹤0.01%
18
716
$1K ﹤0.01%
+76
717
$1K ﹤0.01%
+35
718
$1K ﹤0.01%
+14
719
$1K ﹤0.01%
+67
720
$1K ﹤0.01%
87
+49
721
$1K ﹤0.01%
+12
722
$1K ﹤0.01%
95
723
$1K ﹤0.01%
20
724
$1K ﹤0.01%
+17
725
$1K ﹤0.01%
+49
27 28
29
30 31