We are live on ! Find out more
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
726
$1K ﹤0.01%
9
727
$1K ﹤0.01%
+66
728
$1K ﹤0.01%
+125
729
$1K ﹤0.01%
+78
730
$1K ﹤0.01%
21
731
$1K ﹤0.01%
+30
732
$1K ﹤0.01%
+138
733
$1K ﹤0.01%
290
734
$1K ﹤0.01%
+24
735
$1K ﹤0.01%
20
736
$1K ﹤0.01%
+17
737
$1K ﹤0.01%
+46
738
$1K ﹤0.01%
20
739
$1K ﹤0.01%
20
740
$1K ﹤0.01%
44
741
$1K ﹤0.01%
+127
742
$1K ﹤0.01%
10
743
$1K ﹤0.01%
+8
744
$1K ﹤0.01%
+12
745
$1K ﹤0.01%
8
746
$1K ﹤0.01%
+120
747
$1K ﹤0.01%
58
748
$1K ﹤0.01%
+14
749
$1K ﹤0.01%
+28
750
$1K ﹤0.01%
10