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
426
$5.14K 0.01%
237
+1
427
$5.11K 0.01%
302
+3
428
$5.09K 0.01%
551
+12
429
$5.05K 0.01%
89
430
$5.04K 0.01%
59
+1
431
$5.04K 0.01%
150
432
$4.94K 0.01%
45
433
$4.88K 0.01%
22
434
$4.87K ﹤0.01%
52
435
$4.85K ﹤0.01%
55
+1
436
$4.81K ﹤0.01%
235
437
$4.79K ﹤0.01%
80
438
$4.63K ﹤0.01%
127
+120
439
$4.61K ﹤0.01%
116
440
$4.6K ﹤0.01%
135
441
$4.56K ﹤0.01%
83
+1
442
$4.55K ﹤0.01%
200
443
$4.24K ﹤0.01%
145
444
$4.23K ﹤0.01%
98
+60
445
$4.19K ﹤0.01%
+55
446
$4.1K ﹤0.01%
11
+1
447
$4.03K ﹤0.01%
35
448
$4K ﹤0.01%
75
449
$3.98K ﹤0.01%
28
450
$3.95K ﹤0.01%
88
16 17
18
19 20