CFA
CWS Financial Advisors Portfolio holdings
AUM
$344M
This Quarter Return
-20.72%
1 Year Return
+14.7%
3 Year Return
+66.57%
5 Year Return
–
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(-1.5%)
Cap. Flow
-$2.02M
Cap. Flow
% of AUM
-1.49%
Top 10 Holdings %
Top 10 Hldgs %
59.43%
Holding
125
New
1
Increased
2
Reduced
21
Closed
1
Top Buys
| 1 |
Target
TGT
|
$227K |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$40.5K |
| 3 |
Commerce Bancshares
CBSH
|
$107 |
Top Sells
| 1 |
Philip Morris
PM
|
$550K |
| 2 |
Stryker
SYK
|
$449K |
| 3 |
Altria Group
MO
|
$404K |
| 4 |
Mondelez International
MDLZ
|
$106K |
| 5 |
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% |
