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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 $316,665,013
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Stryker Corp
 SYK 256,669 $95,545,165 30.17%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 43,862 $22,541,164 7.12%
3.
Ishares Trust
 IEF 171,646 $17,949,012 5.67%
4.
Apple Inc.
 AAPL 69,424 $15,421,107 4.87%
5.
Vanguard Star Fds
 172,645 $10,721,273 3.39%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)