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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
801
$1K ﹤0.01%
72
802
$1K ﹤0.01%
13
803
$1K ﹤0.01%
32
804
$1K ﹤0.01%
+35
805
$1K ﹤0.01%
92
-20
806
$1K ﹤0.01%
46
-1,959
807
$1K ﹤0.01%
32
-2,029
808
$1K ﹤0.01%
8
809
$1K ﹤0.01%
58
810
$1K ﹤0.01%
10
811
$1K ﹤0.01%
+24
812
$1K ﹤0.01%
10
813
$1K ﹤0.01%
76
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814
$1K ﹤0.01%
+3
815
$1K ﹤0.01%
6
816
$1K ﹤0.01%
29
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817
$1K ﹤0.01%
53
818
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76
819
$1K ﹤0.01%
+6
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$1K ﹤0.01%
79
821
$1K ﹤0.01%
100
822
$1K ﹤0.01%
8
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823
$1K ﹤0.01%
125
+40
824
$1K ﹤0.01%
+77
825
$1K ﹤0.01%
51
31 32
33
34 35