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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
1251
$1K ﹤0.01%
+12
1252
$1K ﹤0.01%
48
1253
$1K ﹤0.01%
+34
1254
$1K ﹤0.01%
+60
1255
$1K ﹤0.01%
31
1256
$1K ﹤0.01%
26
+6
1257
$1K ﹤0.01%
+15
1258
$1K ﹤0.01%
79
1259
$1K ﹤0.01%
+233
1260
$1K ﹤0.01%
33
-16
1261
$1K ﹤0.01%
+20
1262
$1K ﹤0.01%
15
1263
$1K ﹤0.01%
+52
1264
$1K ﹤0.01%
302
1265
$1K ﹤0.01%
80
1266
$1K ﹤0.01%
+306
1267
$1K ﹤0.01%
+62
1268
$1K ﹤0.01%
+34
1269
$1K ﹤0.01%
18
1270
$1K ﹤0.01%
47
+12
1271
$1K ﹤0.01%
+16
1272
$1K ﹤0.01%
+116
1273
$1K ﹤0.01%
204
+140
1274
$1K ﹤0.01%
+6
1275
$1K ﹤0.01%
23
49 50
51
52 53