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
76
$404K 0.29%
+21,644
77
$400K 0.29%
+4,605
78
$381K 0.28%
+2,158
79
$379K 0.28%
+1,571
80
$377K 0.28%
+4,432
81
$369K 0.27%
+7,628
82
$357K 0.26%
+9,468
83
$349K 0.25%
+5,716
84
$347K 0.25%
+5,886
85
$328K 0.24%
+4,900
86
$306K 0.22%
+7,761
87
$302K 0.22%
+4,520
88
$300K 0.22%
+2,074
89
$294K 0.21%
+999
90
$291K 0.21%
+2,312
91
$278K 0.2%
+5,007
92
$278K 0.2%
+2,451
93
$275K 0.2%
+1,216
94
$269K 0.2%
+4,923
95
$268K 0.2%
+2,642
96
$268K 0.2%
+1,506
97
$267K 0.19%
+4,989
98
$266K 0.19%
+4,413
99
$265K 0.19%
+1,658
100
$265K 0.19%
+2,380