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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
$147M
AUM Growth
-$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,224
New
Increased
Reduced
Closed

Top Buys

1
+$268K
2
+$223K
3
+$217K
4
MMM icon
3M
MMM
+$182K
5
AMZN icon
Amazon
AMZN
+$180K

Top Sells

1
+$3.15M
2
+$1.1M
3
+$795K
4
MSFT icon
Microsoft
MSFT
+$496K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$460K

Sector Composition

1 Consumer Discretionary 14.69%
2 Technology 10.55%
3 Financials 8.34%
4 Healthcare 5.93%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
+52
927
$1K ﹤0.01%
11
928
$1K ﹤0.01%
+7
929
$1K ﹤0.01%
+286
930
$1K ﹤0.01%
+31
931
$1K ﹤0.01%
15
-416
932
$1K ﹤0.01%
26
933
$1K ﹤0.01%
+8
934
$1K ﹤0.01%
13
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935
$1K ﹤0.01%
+18
936
$1K ﹤0.01%
+19
937
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+11
938
$1K ﹤0.01%
24
939
$1K ﹤0.01%
+20
940
$1K ﹤0.01%
+52
941
$1K ﹤0.01%
+14
942
$1K ﹤0.01%
+14
943
$1K ﹤0.01%
+19
944
$1K ﹤0.01%
+21
945
$1K ﹤0.01%
+19
946
$1K ﹤0.01%
+14
947
$1K ﹤0.01%
+16
948
$1K ﹤0.01%
+21
949
$1K ﹤0.01%
+10
950
$1K ﹤0.01%
+8
36 37
38
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