CFA

CWS Financial Advisors Portfolio holdings

AUM $360M
1-Year Est. Return 11.37%
This Quarter Est. Return
1 Year Est. Return
+11.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$581K
2
+$540K
3
+$427K
4
VUG icon
Vanguard Growth ETF
VUG
+$405K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$298K

Top Sells

1
+$10.6M
2
+$1.51M
3
+$1.28M
4
HD icon
Home Depot
HD
+$1.26M
5
PEP icon
PepsiCo
PEP
+$1.17M

Sector Composition

1 Healthcare 38.68%
2 Technology 8.63%
3 Consumer Staples 2.92%
4 Industrials 1.68%
5 Consumer Discretionary 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
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