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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
1426
$1K ﹤0.01%
15
1427
$1K ﹤0.01%
24
1428
$1K ﹤0.01%
38
-1
1429
$1K ﹤0.01%
+108
1430
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+24
1431
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+40
1432
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+15
1433
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+67
1434
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+76
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$1K ﹤0.01%
+14
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$1K ﹤0.01%
70
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$1K ﹤0.01%
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1438
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10
1439
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67
1440
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43
+20
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$1K ﹤0.01%
+14
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$1K ﹤0.01%
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10
-18
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$1K ﹤0.01%
48
1445
$1K ﹤0.01%
+20
1446
$1K ﹤0.01%
+46
1447
$1K ﹤0.01%
12
1448
$1K ﹤0.01%
+4
1449
$1K ﹤0.01%
11
1450
$1K ﹤0.01%
10
-10
56 57
58
59 60