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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.38M
3
+$907K
4
RPM icon
RPM International
RPM
+$878K
5
AMN icon
AMN Healthcare
AMN
+$847K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.56M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$994K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-325
452
– –
-181
453
– –
-70
454
– –
-30
455
– –
-1
456
– –
-150
457
– –
-55
458
– –
-396
459
– –
-5
460
– –
-920
461
– –
-26
462
– –
-1
463
– –
-280
464
– –
-45
465
– –
-915
466
– –
-192
467
– –
-334
468
– –
-12
469
– –
-2,987
470
– –
-10
471
– –
-250
472
– –
-100
473
– –
-1,992
474
– –
-42
475
– –
-551
17 18
19
20 21