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
276
$20.5K 0.02%
386
277
$20.4K 0.02%
1,355
+9
278
$20.2K 0.02%
561
-8
279
$19.9K 0.02%
484
280
$19.8K 0.02%
224
281
$19.6K 0.02%
491
282
$19.3K 0.02%
111
283
$18.7K 0.02%
1,395
+764
284
$18.5K 0.02%
42
+10
285
$18.4K 0.02%
292
+1
286
$18.4K 0.02%
455
287
$18.3K 0.02%
493
+4
288
$18.3K 0.02%
3,560
+63
289
$18K 0.02%
1,130
+32
290
$17.7K 0.02%
274
291
$17.6K 0.02%
50
292
$17.5K 0.02%
396
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293
$17.5K 0.02%
680
294
$17.4K 0.02%
70
295
$17.4K 0.02%
106
296
$17.4K 0.02%
100
297
$17.3K 0.02%
633
-360
298
$16.8K 0.02%
340
299
$16.6K 0.02%
320
300
$16.3K 0.02%
325