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
251
$25K 0.03%
443
-108
252
$24.9K 0.03%
189
253
$24.8K 0.03%
363
+5
254
$24.8K 0.03%
2,128
+24
255
$24.4K 0.02%
4,211
+114
256
$24.3K 0.02%
108
+1
257
$24.1K 0.02%
215
258
$24K 0.02%
1,662
+6
259
$23.6K 0.02%
931
260
$23.6K 0.02%
474
+5
261
$23.3K 0.02%
812
-63
262
$23.3K 0.02%
139
263
$23.2K 0.02%
920
-40
264
$23.2K 0.02%
275
+1
265
$23K 0.02%
208
-6
266
$22.7K 0.02%
126
267
$22.5K 0.02%
504
268
$22.1K 0.02%
298
+2
269
$21.9K 0.02%
723
-21
270
$21.8K 0.02%
93
271
$21.6K 0.02%
632
+1
272
$21.5K 0.02%
67
273
$21.3K 0.02%
213
274
$21.3K 0.02%
134
+2
275
$20.5K 0.02%
321
+11
9 10
11
12 13