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
$150M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$322K
2 +$235K
3 +$232K
4
UNP icon
Union Pacific
UNP
+$230K
5
NSC icon
Norfolk Southern
NSC
+$229K

Top Sells

1 +$1.28M
2 +$503K
3 +$466K
4
WEC icon
WEC Energy
WEC
+$419K
5
ES icon
Eversource Energy
ES
+$364K

Sector Composition

1 Healthcare 47.46%
2 Technology 12.7%
3 Consumer Staples 7.65%
4 Industrials 5.57%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,370
127
-3,527
128
-5,303
129
-5,276
130
-4,786
131
-3,869