CWS Financial Advisors, LLC - Portfolio overview

CWS Financial Advisors, LLC has 162 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SYK - STRYKER CORPORATION, 20.41%
2. DFUS - DIMENSIONAL ETF TRUST, 8.03%
3. VOO - VANGUARD INDEX FDS, 6.33%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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