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
101
$265K 0.19%
+5,962
102
$258K 0.19%
+1,587
103
$258K 0.19%
+3,844
104
$255K 0.19%
+4,798
105
$246K 0.18%
+3,869
106
$245K 0.18%
+8,706
107
$244K 0.18%
+1,255
108
$229K 0.17%
+3,512
109
$217K 0.16%
+7,054
110
$216K 0.16%
+1,732
111
$215K 0.16%
+2,280
112
$215K 0.16%
+1,799
113
$214K 0.16%
+909
114
$214K 0.16%
+1,627
115
$211K 0.15%
+1,375
116
$211K 0.15%
+1,166
117
$210K 0.15%
+2,693
118
$205K 0.15%
+1,473
119
$203K 0.15%
+2,581
120
$202K 0.15%
+983
121
$171K 0.12%
+14,134
122
$60K 0.04%
+10,000
123
$40K 0.03%
+10,000