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
101
$258K 0.19%
1,587
102
$258K 0.19%
3,844
103
$256K 0.19%
4,800
+2
104
$246K 0.18%
3,869
105
$245K 0.18%
8,706
106
$245K 0.18%
2,203
-177
107
$229K 0.17%
3,512
108
$227K 0.17%
+1,769
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
$215K 0.16%
1,105
-150
114
$214K 0.16%
909
115
$214K 0.16%
1,627
116
$211K 0.16%
1,375
117
$211K 0.16%
1,166
118
$210K 0.16%
2,693
119
$205K 0.15%
1,473
120
$203K 0.15%
2,581
121
$202K 0.15%
983
122
$171K 0.13%
14,134
123
$60K 0.04%
10,000
124
$40K 0.03%
10,000
1 2 3 4
5