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
301
$16.2K 0.02%
382
+3
302
$16.2K 0.02%
142
+1
303
$16.1K 0.02%
113
304
$15.9K 0.02%
60
305
$15.8K 0.02%
137
+88
306
$15.7K 0.02%
2,278
+2
307
$15.6K 0.02%
150
308
$15.4K 0.02%
135
+10
309
$15.1K 0.02%
226
310
$15K 0.02%
123
+20
311
$15K 0.02%
6
312
$14.8K 0.02%
165
-15
313
$14.6K 0.01%
69
+10
314
$14.6K 0.01%
165
315
$14.5K 0.01%
131
316
$14.4K 0.01%
632
+6
317
$14.4K 0.01%
35
318
$14.3K 0.01%
334
+2
319
$14.2K 0.01%
369
+30
320
$14.2K 0.01%
102
+10
321
$14.1K 0.01%
296
+3
322
$14K 0.01%
189
+2
323
$13.8K 0.01%
250
324
$13.4K 0.01%
515
+9
325
$13.4K 0.01%
138
+1
11 12
13
14 15