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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
$1.06B
AUM Growth
+$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,551
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$4.81M
3
+$3.29M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.41M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.16M

Top Sells

1
+$11.7M
2
+$1.91M
3
+$1.64M
4
PEP icon
PepsiCo
PEP
+$488K
5
CSCO icon
Cisco
CSCO
+$340K

Sector Composition

1 Consumer Discretionary 2.37%
2 Technology 2.02%
3 Financials 1.53%
4 Healthcare 1.27%
5 Industrials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$2K ﹤0.01%
45
1177
$2K ﹤0.01%
537
-124
1178
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+96
1179
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28
1180
$2K ﹤0.01%
+136
1181
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+206
1182
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15
1183
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1184
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33
1185
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+10
1186
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14
+9
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+80
1189
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+210
1190
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+21
1191
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51
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1194
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1195
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1196
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68
1197
$2K ﹤0.01%
55
1198
$2K ﹤0.01%
79
1199
$2K ﹤0.01%
+429
1200
$2K ﹤0.01%
+6
46 47
48
49 50