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
401
$6.27K 0.01%
35
+20
402
$6.27K 0.01%
164
403
$6.24K 0.01%
411
404
$6.17K 0.01%
76
-40
405
$6.14K 0.01%
490
-76
406
$6.14K 0.01%
155
-56,598
407
$5.98K 0.01%
263
-345
408
$5.97K 0.01%
46
409
$5.81K 0.01%
90
410
$5.81K 0.01%
51
411
$5.71K 0.01%
56
412
$5.66K 0.01%
23
413
$5.63K 0.01%
278
-124
414
$5.6K 0.01%
166
+2
415
$5.58K 0.01%
110
+1
416
$5.55K 0.01%
55
+30
417
$5.53K 0.01%
19
418
$5.5K 0.01%
152
419
$5.41K 0.01%
835
+28
420
$5.38K 0.01%
215
+30
421
$5.34K 0.01%
190
+2
422
$5.33K 0.01%
122
423
$5.26K 0.01%
38
424
$5.24K 0.01%
673
425
$5.15K 0.01%
158
15 16
17
18 19