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
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
+10
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
+61
343
$11.9K 0.01%
58
+48
344
$11.5K 0.01%
31
345
$11.4K 0.01%
71
-7
346
$11.3K 0.01%
33
347
$11.2K 0.01%
102
+1
348
$11K 0.01%
65
-3,772
349
$10.9K 0.01%
230
+80
350
$10.9K 0.01%
210
-67
12 13
14
15 16