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%
200
402
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22
-1,664
403
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150
+75
404
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320
-174
405
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51
-35
406
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98
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407
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46
408
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409
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176
410
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746
+24
411
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315
+4
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+120
413
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170
414
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415
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165
+1
416
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23
417
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418
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+150
419
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42
+20
420
$4K ﹤0.01%
174
421
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200
422
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218
+7
423
$4K ﹤0.01%
114
424
$4K ﹤0.01%
487
425
$4K ﹤0.01%
54
15 16
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