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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
726
$2K ﹤0.01%
44
-4,394
727
$2K ﹤0.01%
57
-65
728
$2K ﹤0.01%
249
-19
729
$2K ﹤0.01%
94
730
$2K ﹤0.01%
21
731
$2K ﹤0.01%
36
732
$2K ﹤0.01%
71
733
$2K ﹤0.01%
41
-53
734
$2K ﹤0.01%
28
735
$2K ﹤0.01%
36
736
$2K ﹤0.01%
15
737
$2K ﹤0.01%
17
-158
738
$2K ﹤0.01%
56
+5
739
$2K ﹤0.01%
+39
740
$2K ﹤0.01%
11
-4
741
$2K ﹤0.01%
+139
742
$2K ﹤0.01%
82
-40
743
$2K ﹤0.01%
38
+1
744
$2K ﹤0.01%
38
745
$2K ﹤0.01%
57
746
$2K ﹤0.01%
34
-384
747
$2K ﹤0.01%
59
748
$2K ﹤0.01%
+90
749
$2K ﹤0.01%
490
750
$2K ﹤0.01%
+17
28 29
30
31 32