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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
450
+150
452
$7K ﹤0.01%
164
453
$7K ﹤0.01%
+36
454
$7K ﹤0.01%
62
+20
455
$7K ﹤0.01%
700
+400
456
$7K ﹤0.01%
175
+93
457
$7K ﹤0.01%
+132
458
$7K ﹤0.01%
1,070
459
$7K ﹤0.01%
173
-72
460
$7K ﹤0.01%
+300
461
$7K ﹤0.01%
200
462
$6K ﹤0.01%
504
+4
463
$6K ﹤0.01%
46
464
$6K ﹤0.01%
88
465
$6K ﹤0.01%
157
466
$6K ﹤0.01%
150
-900
467
$6K ﹤0.01%
684
+16
468
$6K ﹤0.01%
219
469
$6K ﹤0.01%
45
470
$6K ﹤0.01%
336
+11
471
$6K ﹤0.01%
+300
472
$6K ﹤0.01%
49
-55
473
$6K ﹤0.01%
94
474
$6K ﹤0.01%
100
-100
475
$6K ﹤0.01%
138
+100
17 18
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