CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K 0.02%
520
-1,250
227
$26K 0.02%
310
228
$26K 0.02%
723
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229
$25K 0.02%
+1,780
230
$25K 0.02%
865
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231
$25K 0.02%
499
232
$25K 0.02%
993
233
$25K 0.02%
494
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234
$24K 0.02%
500
235
$24K 0.02%
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236
$24K 0.02%
+385
237
$23K 0.02%
460
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238
$23K 0.02%
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239
$23K 0.02%
931
240
$23K 0.02%
380
241
$23K 0.02%
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242
$22K 0.02%
280
243
$22K 0.02%
139
244
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245
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247
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248
$22K 0.02%
735
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249
$21K 0.02%
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250
$21K 0.02%
3,877
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