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
76
$400K 0.3%
4,605
77
$381K 0.28%
2,158
78
$379K 0.28%
1,571
79
$377K 0.28%
4,432
80
$369K 0.27%
7,628
81
$352K 0.26%
9,339
-129
82
$349K 0.26%
5,716
83
$334K 0.25%
6,065
-1,923
84
$328K 0.24%
4,900
85
$319K 0.24%
5,414
-472
86
$306K 0.23%
7,761
87
$300K 0.22%
2,074
88
$294K 0.22%
999
89
$291K 0.22%
2,312
90
$278K 0.21%
5,007
91
$278K 0.21%
2,451
92
$275K 0.2%
1,216
93
$269K 0.2%
4,923
94
$268K 0.2%
1,506
95
$268K 0.2%
2,642
96
$267K 0.2%
4,989
97
$266K 0.2%
4,413
98
$265K 0.2%
1,658
99
$265K 0.2%
5,962
100
$262K 0.19%
3,920
-600
1 2 3
4
5