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
326
$13.4K 0.01%
445
+1
327
$13.2K 0.01%
213
328
$13.2K 0.01%
108
329
$13.2K 0.01%
107
+1
330
$13.1K 0.01%
6,464
331
$13.1K 0.01%
115
332
$13K 0.01%
+132
333
$13K 0.01%
148
-71
334
$12.8K 0.01%
263
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335
$12.7K 0.01%
193
+2
336
$12.4K 0.01%
348
-1
337
$12.3K 0.01%
685
338
$12.2K 0.01%
343
339
$12.2K 0.01%
1,070
-270
340
$12.2K 0.01%
92
+1
341
$11.9K 0.01%
192
+1
342
$11.9K 0.01%
71
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343
$11.9K 0.01%
58
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344
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31
345
$11.4K 0.01%
71
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346
$11.3K 0.01%
33
347
$11.2K 0.01%
102
+1
348
$11K 0.01%
130
-7,544
349
$10.9K 0.01%
230
+80
350
$10.9K 0.01%
210
-67
12 13
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15 16