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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
826
$1K ﹤0.01%
190
827
$1K ﹤0.01%
290
828
$1K ﹤0.01%
48
829
$1K ﹤0.01%
45
+15
830
$1K ﹤0.01%
6
831
$1K ﹤0.01%
47
832
$1K ﹤0.01%
+336
833
$1K ﹤0.01%
28
834
$1K ﹤0.01%
+28
835
$1K ﹤0.01%
+243
836
$1K ﹤0.01%
151
837
$1K ﹤0.01%
250
838
$1K ﹤0.01%
24
839
$1K ﹤0.01%
25
840
$1K ﹤0.01%
29
841
$1K ﹤0.01%
+10
842
$1K ﹤0.01%
11
843
$1K ﹤0.01%
32
-27
844
$1K ﹤0.01%
15
845
$1K ﹤0.01%
12
846
$1K ﹤0.01%
66
847
$1K ﹤0.01%
131
848
$1K ﹤0.01%
53
849
$1K ﹤0.01%
+11
850
$1K ﹤0.01%
36
32 33
34
35 36