CFA
CWS Financial Advisors Portfolio holdings
AUM
$344M
1-Year Return
14.7%
This Quarter Return
+2.9%
1 Year Return
+14.7%
3 Year Return
+66.57%
5 Year Return
–
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
59.25%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Stryker
SYK
|
$60.3M |
| 2 |
Apple
AAPL
|
$4.03M |
| 3 |
Microsoft
MSFT
|
$3.13M |
| 4 |
PepsiCo
PEP
|
$2.85M |
| 5 |
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% |
