CFA

CWS Financial Advisors Portfolio holdings

AUM $368M
1-Year Est. Return 11.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$81.2M
2 +$39.3M
3 +$11.6M
4
AAPL icon
Apple
AAPL
+$9.89M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$9.62M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 33.31%
2 Technology 10.4%
3 Consumer Staples 4.73%
4 Industrials 4.16%
5 Financials 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$43K 0.02%
+10,000