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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
23
402
$5K ﹤0.01%
+236
403
$5K ﹤0.01%
+150
404
$5K ﹤0.01%
78
-133
405
$5K ﹤0.01%
22
-1,664
406
$5K ﹤0.01%
1,020
407
$5K ﹤0.01%
161
+1
408
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150
+75
409
$5K ﹤0.01%
320
-174
410
$5K ﹤0.01%
51
-35
411
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98
-71
412
$5K ﹤0.01%
46
413
$5K ﹤0.01%
163
414
$5K ﹤0.01%
176
415
$5K ﹤0.01%
746
+24
416
$5K ﹤0.01%
315
+4
417
$5K ﹤0.01%
+120
418
$5K ﹤0.01%
+140
419
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200
420
$4K ﹤0.01%
102
421
$4K ﹤0.01%
484
422
$4K ﹤0.01%
192
423
$4K ﹤0.01%
45
424
$4K ﹤0.01%
49
+1
425
$4K ﹤0.01%
174
15 16
17
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