CFA

CWS Financial Advisors Portfolio holdings

AUM $344M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$227K
2
+$40.5K
3
+$107

Top Sells

1
+$550K
2
+$449K
3
+$404K
4
MDLZ icon
Mondelez International
MDLZ
+$106K
5
AAPL icon
Apple
AAPL
+$96.6K

Sector Composition

1 Healthcare 49.67%
2 Technology 9.33%
3 Consumer Staples 7.41%
4 Financials 5.63%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$732K 0.54%
4,965
27
$695K 0.51%
13,371
28
$694K 0.51%
3,178
29
$693K 0.51%
4,968
30
$687K 0.51%
4,416
31
$687K 0.51%
5,499
32
$684K 0.51%
5,118
33
$683K 0.51%
10,636
34
$662K 0.49%
35,820
35
$661K 0.49%
11,028
36
$656K 0.49%
6,451
37
$655K 0.48%
9,520
38
$624K 0.46%
10,524
39
$615K 0.46%
1,888
-236
40
$605K 0.45%
3,367
41
$580K 0.43%
8,918
-568
42
$574K 0.43%
6,524
43
$569K 0.42%
11,865
44
$568K 0.42%
13,025
45
$567K 0.42%
6,851
46
$560K 0.41%
14,139
47
$554K 0.41%
9,940
48
$542K 0.4%
9,792
49
$541K 0.4%
4,381
50
$541K 0.4%
25,534
1
2
3 4 5