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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
1151
$1K ﹤0.01%
+70
1152
$1K ﹤0.01%
+10
1153
$1K ﹤0.01%
18
+10
1154
$1K ﹤0.01%
+14
1155
$1K ﹤0.01%
39
+19
1156
$1K ﹤0.01%
+21
1157
$1K ﹤0.01%
34
1158
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+42
1159
$1K ﹤0.01%
51
1160
$1K ﹤0.01%
+11
1161
$1K ﹤0.01%
+50
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+18
1163
$1K ﹤0.01%
+76
1164
$1K ﹤0.01%
17
1165
$1K ﹤0.01%
+5
1166
$1K ﹤0.01%
+9
1167
$1K ﹤0.01%
+12
1168
$1K ﹤0.01%
+38
1169
$1K ﹤0.01%
+41
1170
$1K ﹤0.01%
+22
1171
$1K ﹤0.01%
58
1172
$1K ﹤0.01%
+17
1173
$1K ﹤0.01%
+6
1174
$1K ﹤0.01%
+5
1175
$1K ﹤0.01%
+8
45 46
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