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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
1201
$2K ﹤0.01%
56
1202
$2K ﹤0.01%
79
+51
1203
$2K ﹤0.01%
18
1204
$2K ﹤0.01%
87
1205
$2K ﹤0.01%
26
+9
1206
$2K ﹤0.01%
100
1207
$2K ﹤0.01%
72
-88
1208
$2K ﹤0.01%
160
-244
1209
$2K ﹤0.01%
+76
1210
$2K ﹤0.01%
65
1211
$2K ﹤0.01%
+81
1212
$2K ﹤0.01%
+189
1213
$2K ﹤0.01%
25
1214
$2K ﹤0.01%
+46
1215
$2K ﹤0.01%
83
-76
1216
$2K ﹤0.01%
+56
1217
$2K ﹤0.01%
89
1218
$2K ﹤0.01%
16
-9
1219
$2K ﹤0.01%
+56
1220
$2K ﹤0.01%
30
1221
$2K ﹤0.01%
34
1222
$2K ﹤0.01%
71
+46
1223
$2K ﹤0.01%
17
1224
$2K ﹤0.01%
70
+19
1225
$2K ﹤0.01%
41
47 48
49
50 51