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Home > Institutional Investor > Cws Financial Advisors, Llc > Profile

Instuitional Investor - Cws Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cws Financial Advisors, Llc
Portfolio Value $266,478,099
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stryker Corp
 SYK 275,852 $82,606,596 30.99%
2.
Vanguard Index Fds
 39,521 $17,262,866 6.47%
3.
Ishares Trust
 IEF 153,878 $16,657,283 6.25%
4.
Apple Inc.
 AAPL 66,006 $12,708,048 4.76%
5.
Vanguard Star Fds
 158,681 $9,197,134 3.45%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)