CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$1.53M
2
+$1.09M
3
+$1.09M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$976K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$936K

Top Sells

1
+$1.06M
2
+$982K
3
+$627K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$551K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$523K

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%
150
+75
402
$5K ﹤0.01%
320
-174
403
$5K ﹤0.01%
51
-35
404
$5K ﹤0.01%
98
-71
405
$5K ﹤0.01%
46
406
$5K ﹤0.01%
163
407
$5K ﹤0.01%
176
408
$5K ﹤0.01%
746
+24
409
$5K ﹤0.01%
315
+4
410
$5K ﹤0.01%
+120
411
$5K ﹤0.01%
170
412
$5K ﹤0.01%
164
413
$5K ﹤0.01%
165
+1
414
$5K ﹤0.01%
23
415
$5K ﹤0.01%
+236
416
$5K ﹤0.01%
+150
417
$5K ﹤0.01%
42
+20
418
$5K ﹤0.01%
+140
419
$5K ﹤0.01%
200
420
$4K ﹤0.01%
174
421
$4K ﹤0.01%
200
422
$4K ﹤0.01%
114
423
$4K ﹤0.01%
487
424
$4K ﹤0.01%
218
+7
425
$4K ﹤0.01%
54
15 16
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