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
376
$9.07K 0.01%
65
377
$8.98K 0.01%
478
+5
378
$8.96K 0.01%
119
+1
379
$8.81K 0.01%
60
+20
380
$8.73K 0.01%
78
+1
381
$8.63K 0.01%
129
+1
382
$8.47K 0.01%
110
383
$8.42K 0.01%
109
384
$8.37K 0.01%
265
-178
385
$8.26K 0.01%
+31
386
$8.22K 0.01%
148
+1
387
$8.21K 0.01%
+40
388
$7.84K 0.01%
17
389
$7.79K 0.01%
125
390
$7.79K 0.01%
163
-100
391
$7.38K 0.01%
343
+1
392
$7.34K 0.01%
297
393
$7.28K 0.01%
67
+1
394
$7.26K 0.01%
166
+1
395
$7.16K 0.01%
48
+30
396
$7.09K 0.01%
59
397
$7.09K 0.01%
77
-24,390
398
$6.52K 0.01%
372
+11
399
$6.46K 0.01%
163
+3
400
$6.29K 0.01%
32
14 15
16
17 18