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
$266M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$1.36M
3 +$734K
4
CLX icon
Clorox
CLX
+$650K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$477K

Top Sells

1 +$1.96M
2 +$1.96M
3 +$793K
4
HD icon
Home Depot
HD
+$785K
5
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$487K

Sector Composition

1 Healthcare 34.29%
2 Technology 10.06%
3 Consumer Staples 4.03%
4 Financials 3.76%
5 Industrials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-4,992
177
-5,000
178
-804
179
-382
180
-3,378
181
-631
182
-526