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
$251M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$3.69M
3
+$3.33M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$3.07M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.53M

Top Sells

1
+$18.1M
2
+$2.37M
3
+$1.03M
4
MCD icon
McDonald's
MCD
+$973K
5
MMM icon
3M
MMM
+$936K

Sector Composition

1 Healthcare 36.36%
2 Technology 9.23%
3 Consumer Staples 4.83%
4 Industrials 4.11%
5 Financials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-5,769
152
– –
-2,440
153
– –
-5,808
154
– –
-1,071
155
– –
-1,658
156
– –
-1,522
157
– –
-2,332
158
– –
-1,381
159
– –
-3,982
160
– –
-6,431
161
– –
-856
162
– –
-870
3 4 5 6
7