CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.38M
3
+$907K
4
RPM icon
RPM International
RPM
+$878K
5
AMN icon
AMN Healthcare
AMN
+$847K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.56M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$994K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-500
352
– –
-200
353
– –
-48
354
– –
-33
355
– –
-80
356
– –
-309
357
– –
-509
358
– –
-915
359
– –
-2,183
360
– –
-51
361
– –
-40
362
– –
-263
363
– –
-67
364
– –
-3
365
– –
-152
366
– –
-30
367
– –
-137
368
– –
-80
369
– –
-20
370
– –
-38
371
– –
-30
372
– –
-7
373
– –
-148
374
– –
-1
375
– –
-67
13 14
15
16 17