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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
1276
$1K ﹤0.01%
17
1277
$1K ﹤0.01%
19
-3
1278
$1K ﹤0.01%
22
1279
$1K ﹤0.01%
+20
1280
$1K ﹤0.01%
22
1281
$1K ﹤0.01%
+34
1282
$1K ﹤0.01%
24
1283
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+1
1284
$1K ﹤0.01%
69
1285
$1K ﹤0.01%
+38
1286
$1K ﹤0.01%
+3
1287
$1K ﹤0.01%
+69
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$1K ﹤0.01%
+73
1289
$1K ﹤0.01%
30
-82
1290
$1K ﹤0.01%
+67
1291
$1K ﹤0.01%
+113
1292
$1K ﹤0.01%
38
+2
1293
$1K ﹤0.01%
+85
1294
$1K ﹤0.01%
26
1295
$1K ﹤0.01%
+45
1296
$1K ﹤0.01%
15
1297
$1K ﹤0.01%
19
1298
$1K ﹤0.01%
23
+10
1299
$1K ﹤0.01%
+65
1300
$1K ﹤0.01%
+11
50 51
52
53 54