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
451
$3K ﹤0.01%
116
452
$3K ﹤0.01%
+540
453
$3K ﹤0.01%
124
+1
454
$3K ﹤0.01%
29
455
$3K ﹤0.01%
48
456
$3K ﹤0.01%
80
457
$3K ﹤0.01%
42
458
$3K ﹤0.01%
+15
459
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754
-321
460
$3K ﹤0.01%
10
461
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32
462
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35
463
$3K ﹤0.01%
51
464
$3K ﹤0.01%
300
465
$3K ﹤0.01%
49
-126
466
$3K ﹤0.01%
100
-1,000
467
$3K ﹤0.01%
200
468
$3K ﹤0.01%
28
469
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42
470
$3K ﹤0.01%
100
471
$3K ﹤0.01%
185
472
$3K ﹤0.01%
+225
473
$3K ﹤0.01%
49
-92
474
$3K ﹤0.01%
411
475
$3K ﹤0.01%
+2,000
17 18
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