Portfolio (Quarterly) Guide ↗

CWS Financial Advisors, LLC

· CIK 0001802459

13F Portfolio $390M AUM 157 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 13 New 66 Added 33 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IWD	ISHARES TR	—	1,735	$365K	0.10%	SOLD
2	USB	US BANCORP DEL	Financial Services	4,529	$242K	0.07%	SOLD
3	UNH	UNITEDHEALTH GROUP INC	Healthcare	684	$226K	0.06%	SOLD
4	IWB	ISHARES TR	—	550	$205K	0.06%	SOLD
5	AWK	AMERICAN WTR WKS CO INC NEW	Utilities	1,573	$205K	0.06%	SOLD
6	FSCO	FS CREDIT OPPORTUNITIES CORP	Financial Services	15,201	$96K	0.03%	SOLD

Sector Allocation

Healthcare 48.5%

Technology 15.8%

Financial Services 13.0%

Consumer Defensive 5.8%

Industrials 5.2%

Consumer Cyclical 3.0%

Communication Services 2.8%

Energy 2.8%

Utilities 2.1%

Basic Materials 1.0%