CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$8K 0.01%
+265
402
$8K 0.01%
+337
403
$8K 0.01%
+93
404
$8K 0.01%
+110
405
$8K 0.01%
+290
406
$8K 0.01%
+85
407
$8K 0.01%
+485
408
$8K 0.01%
+71
409
$7K ﹤0.01%
+59
410
$7K ﹤0.01%
+75
411
$7K ﹤0.01%
+103
412
$7K ﹤0.01%
+100
413
$7K ﹤0.01%
+60
414
$7K ﹤0.01%
+104
415
$7K ﹤0.01%
+75
416
$7K ﹤0.01%
+50
417
$7K ﹤0.01%
+125
418
$7K ﹤0.01%
+104
419
$7K ﹤0.01%
+86
420
$7K ﹤0.01%
+126
421
$7K ﹤0.01%
+102
422
$7K ﹤0.01%
+50
423
$6K ﹤0.01%
+219
424
$6K ﹤0.01%
+485
425
$6K ﹤0.01%
+151