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
451
$3.93K ﹤0.01%
150
452
$3.92K ﹤0.01%
128
+2
453
$3.88K ﹤0.01%
+50
454
$3.79K ﹤0.01%
67
455
$3.79K ﹤0.01%
30
-20
456
$3.77K ﹤0.01%
200
+100
457
$3.75K ﹤0.01%
70
458
$3.73K ﹤0.01%
+79
459
$3.69K ﹤0.01%
80
460
$3.68K ﹤0.01%
15
461
$3.67K ﹤0.01%
+20
462
$3.65K ﹤0.01%
484
463
$3.59K ﹤0.01%
428
-180
464
$3.54K ﹤0.01%
+10
465
$3.53K ﹤0.01%
+60
466
$3.52K ﹤0.01%
+20
467
$3.43K ﹤0.01%
50
468
$3.4K ﹤0.01%
50
+1
469
$3.4K ﹤0.01%
13
-2,553
470
$3.4K ﹤0.01%
42
471
$3.37K ﹤0.01%
67
+20
472
$3.33K ﹤0.01%
50
+1
473
$3.3K ﹤0.01%
55
+1
474
$3.25K ﹤0.01%
+10
475
$3.2K ﹤0.01%
87
+52
17 18
19
20 21