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
$137M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1 +$60.3M
2 +$4.03M
3 +$3.13M
4
PEP icon
PepsiCo
PEP
+$2.85M
5
CVX icon
Chevron
CVX
+$2.32M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 49.28%
2 Technology 9.3%
3 Consumer Staples 7.94%
4 Financials 5.55%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$541K 0.39%
+25,534
52
$540K 0.39%
+6,068
53
$535K 0.39%
+2,937
54
$529K 0.39%
+4,452
55
$528K 0.39%
+9,819
56
$526K 0.38%
+9,617
57
$522K 0.38%
+1,967
58
$519K 0.38%
+17,177
59
$500K 0.36%
+16,042
60
$494K 0.36%
+2,344
61
$493K 0.36%
+5,226
62
$491K 0.36%
+6,312
63
$490K 0.36%
+5,529
64
$484K 0.35%
+4,039
65
$484K 0.35%
+6,683
66
$476K 0.35%
+6,673
67
$473K 0.35%
+1,583
68
$464K 0.34%
+5,342
69
$460K 0.34%
+7,685
70
$450K 0.33%
+4,933
71
$447K 0.33%
+4,847
72
$440K 0.32%
+7,988
73
$422K 0.31%
+3,383
74
$420K 0.31%
+3,231
75
$414K 0.3%
+6,372