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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
1351
$1K ﹤0.01%
+22
1352
$1K ﹤0.01%
185
1353
$1K ﹤0.01%
44
1354
$1K ﹤0.01%
+110
1355
$1K ﹤0.01%
19
-29
1356
$1K ﹤0.01%
+54
1357
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+11
1358
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19
-14
1359
$1K ﹤0.01%
11
1360
$1K ﹤0.01%
16
+2
1361
$1K ﹤0.01%
+16
1362
$1K ﹤0.01%
+239
1363
$1K ﹤0.01%
+32
1364
$1K ﹤0.01%
+33
1365
$1K ﹤0.01%
20
1366
$1K ﹤0.01%
15
1367
$1K ﹤0.01%
31
1368
$1K ﹤0.01%
35
1369
$1K ﹤0.01%
+22
1370
$1K ﹤0.01%
+45
1371
$1K ﹤0.01%
+34
1372
$1K ﹤0.01%
+16
1373
$1K ﹤0.01%
+40
1374
$1K ﹤0.01%
11
1375
$1K ﹤0.01%
13
53 54
55
56 57