CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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%
32
452
$3K ﹤0.01%
35
453
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37
454
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50
455
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20
456
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100
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457
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458
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459
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30
460
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54
+1
461
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462
$3K ﹤0.01%
+540
463
$3K ﹤0.01%
51
464
$3K ﹤0.01%
300
465
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49
-126
466
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100
-1,000
467
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468
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28
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42
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100
471
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472
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473
$3K ﹤0.01%
49
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474
$3K ﹤0.01%
411
475
$3K ﹤0.01%
+2,000
17 18
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