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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$16K 0.01%
340
352
$16K 0.01%
309
+11
353
$16K 0.01%
367
354
$16K 0.01%
100
+60
355
$15K 0.01%
+200
356
$15K 0.01%
583
357
$15K 0.01%
451
-134
358
$15K 0.01%
727
-147
359
$15K 0.01%
107
+1
360
$15K 0.01%
+600
361
$15K 0.01%
186
+1
362
$15K 0.01%
168
+1
363
$15K 0.01%
35
364
$15K 0.01%
173
+103
365
$15K 0.01%
150
-50
366
$14K 0.01%
121
367
$14K 0.01%
126
368
$14K 0.01%
104
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369
$14K 0.01%
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370
$14K 0.01%
65
371
$14K 0.01%
145
372
$13K 0.01%
197
373
$13K 0.01%
35
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374
$13K 0.01%
220
+129
375
$12K 0.01%
100
-45