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CFA

CWS Financial Advisors Portfolio holdings

AUM $390M
1-Year Est. Return 9.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$1.5M
3
+$1.26M
4
MSFT icon
Microsoft
MSFT
+$1.03M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$846K

Top Sells

1
+$528K
2
+$354K
3
+$352K
4
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$319K
5
GE icon
GE Aerospace
GE
+$278K

Sector Composition

1 Healthcare 45.7%
2 Technology 12.23%
3 Consumer Staples 8.32%
4 Industrials 4.79%
5 Financials 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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-4,923
128
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129
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-4,413
130
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-1,105
131
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-983
132
– –
-10,000
133
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-5,414
134
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-1,658
135
– –
-2,203
136
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-1,166
137
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-5,962
138
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-9,819
2 3 4 5
6