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
351
$10.8K 0.01%
+59
352
$10.8K 0.01%
22
353
$10.8K 0.01%
920
354
$10.7K 0.01%
100
355
$10.7K 0.01%
266
+2
356
$10.7K 0.01%
484
+4
357
$10.6K 0.01%
+171
358
$10.6K 0.01%
43
359
$10.5K 0.01%
247
-15
360
$10.5K 0.01%
+176
361
$10.5K 0.01%
140
362
$10.4K 0.01%
205
+5
363
$9.96K 0.01%
+133
364
$9.86K 0.01%
105
+1
365
$9.73K 0.01%
126
366
$9.65K 0.01%
1,460
+33
367
$9.65K 0.01%
85
368
$9.59K 0.01%
310
+6
369
$9.56K 0.01%
400
-6
370
$9.55K 0.01%
94
371
$9.55K 0.01%
453
372
$9.28K 0.01%
181
+4
373
$9.23K 0.01%
89
+1
374
$9.23K 0.01%
90
375
$9.19K 0.01%
150
13 14
15
16 17