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
$98.4M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.3M
3
+$2.28M
4
CTLT
CATALENT, INC.
CTLT
+$853K
5
LLY icon
Eli Lilly
LLY
+$791K

Top Sells

1
+$2.24M
2
+$2.24M
3
+$876K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$868K
5
WMT icon
Walmart
WMT
+$805K

Sector Composition

1 Technology 10.71%
2 Industrials 9.35%
3 Healthcare 7.77%
4 Consumer Staples 7.08%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30.8K 0.03%
784
+9
227
$30.7K 0.03%
870
+299
228
$29.9K 0.03%
1,152
+1
229
$29.7K 0.03%
351
+1
230
$29.6K 0.03%
944
231
$29.3K 0.03%
380
232
$29K 0.03%
317
233
$28.5K 0.03%
213
234
$28.1K 0.03%
482
+3
235
$28.1K 0.03%
1,160
236
$28.1K 0.03%
615
+1
237
$27.7K 0.03%
568
+6
238
$27.1K 0.03%
280
239
$27K 0.03%
638
+2
240
$26.7K 0.03%
349
-69
241
$26.6K 0.03%
1,012
-316
242
$26.6K 0.03%
788
-17,763
243
$26.5K 0.03%
2,987
+100
244
$26.1K 0.03%
183
+1
245
$26K 0.03%
538
+38
246
$25.6K 0.03%
1,224
247
$25.5K 0.03%
291
248
$25.4K 0.03%
769
249
$25.1K 0.03%
1,509
+60
250
$25.1K 0.03%
485
+1
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10
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