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
426
$6K ﹤0.01%
+219
427
$6K ﹤0.01%
+97
428
$6K ﹤0.01%
+151
429
$6K ﹤0.01%
+200
430
$6K ﹤0.01%
+307
431
$6K ﹤0.01%
+860
432
$6K ﹤0.01%
+144
433
$6K ﹤0.01%
+320
434
$6K ﹤0.01%
+161
435
$6K ﹤0.01%
+200
436
$5K ﹤0.01%
+50
437
$5K ﹤0.01%
+5
438
$5K ﹤0.01%
+10
439
$5K ﹤0.01%
+95
440
$5K ﹤0.01%
+327
441
$5K ﹤0.01%
+133
442
$5K ﹤0.01%
+759
443
$5K ﹤0.01%
+67
444
$5K ﹤0.01%
+151
445
$5K ﹤0.01%
+613
446
$5K ﹤0.01%
+105
447
$5K ﹤0.01%
+625
448
$5K ﹤0.01%
+100
449
$5K ﹤0.01%
+244
450
$5K ﹤0.01%
+104