EFG Asset Management’s Clearwater Analytics CWAN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.15M	Buy	98,188 +38,618	+65%	+$847K	0.3%	139
2025 Q1	$1.6M	Buy	+59,570	New	+$1.6M	0.27%	152