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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
$145M
AUM Growth
-$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.71M
3
+$809K
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$689K
5
AMZN icon
Amazon
AMZN
+$601K

Top Sells

1
+$42.7M
2
+$758K
3
+$361K
4
DD
Du Pont De Nemours E I
DD
+$296K
5
BA icon
Boeing
BA
+$170K

Sector Composition

1 Consumer Discretionary 15%
2 Technology 10.06%
3 Financials 7.94%
4 Healthcare 6.2%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
15
877
$1K ﹤0.01%
+12
878
$1K ﹤0.01%
+8
879
$1K ﹤0.01%
15
880
$1K ﹤0.01%
19
881
$1K ﹤0.01%
12
882
$1K ﹤0.01%
6
883
$1K ﹤0.01%
12
884
$1K ﹤0.01%
23
885
$1K ﹤0.01%
76
886
$1K ﹤0.01%
+9
887
$1K ﹤0.01%
290
888
$1K ﹤0.01%
20
889
$1K ﹤0.01%
+26
890
$1K ﹤0.01%
60
891
$1K ﹤0.01%
11
892
$1K ﹤0.01%
18
893
$1K ﹤0.01%
20
894
$1K ﹤0.01%
28
895
$1K ﹤0.01%
+92
896
$1K ﹤0.01%
15
897
$1K ﹤0.01%
+56
898
$1K ﹤0.01%
7
899
$1K ﹤0.01%
+17
900
$1K ﹤0.01%
72
34 35
36
37 38