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
$264M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$1.56M
2 +$773K
3 +$539K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$429K
5
VUG icon
Vanguard Growth ETF
VUG
+$329K

Top Sells

1 +$3.71M
2 +$1.39M
3 +$843K
4
AAPL icon
Apple
AAPL
+$514K
5
WRB icon
W.R. Berkley
WRB
+$203K

Sector Composition

1 Healthcare 36.35%
2 Technology 9.71%
3 Consumer Staples 4.61%
4 Industrials 4.13%
5 Financials 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,895