CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$2.33M
2
+$2.32M
3
+$2.32M
4
CTLT
CATALENT, INC.
CTLT
+$864K
5
TWNK
Hostess Brands, Inc. Class A Common Stock
TWNK
+$754K

Top Sells

1
+$2.25M
2
+$2.23M
3
+$822K
4
MCK icon
McKesson
MCK
+$788K
5
CORT icon
Corcept Therapeutics
CORT
+$787K

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
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1,152
+1
229
$29.7K 0.03%
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$29.6K 0.03%
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231
$29.3K 0.03%
380
232
$29K 0.03%
317
233
$28.5K 0.03%
213
234
$28.1K 0.03%
482
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235
$28.1K 0.03%
1,160
236
$28.1K 0.03%
615
+1
237
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568
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238
$27.1K 0.03%
280
239
$27K 0.03%
638
+2
240
$26.7K 0.03%
349
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241
$26.6K 0.03%
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242
$26.6K 0.03%
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$26.5K 0.03%
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183
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245
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246
$25.6K 0.03%
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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
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