CWA
Clearview Wealth Advisors Portfolio holdings
AUM $134M
AUM
$134M
AUM Growth
+$2.29M (+2%)
Cap. Flow
+$4.94M
Cap. Flow % of AUM
3.69%
Top 10 Holdings %Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5
Top Buys
| 1 | $4.31M | |
| 2 | $2.39M | |
| 3 | $921K | |
| 4 | $592K | |
| 5 | $539K |
Top Sells
| 1 | $957K | |
| 2 | $835K | |
| 3 | $549K | |
| 4 | $462K | |
| 5 | $440K |
Sector Composition
| 1 | Financials | 4.63% |
| 2 | Technology | 3.82% |
| 3 | Consumer Staples | 2.43% |
| 4 | Industrials | 2.2% |
| 5 | Healthcare | 2.04% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.23M | 0.92% | 57,030 -594 | -1% | -$12.8K | |||
| $1.22M | 0.91% | 5,489 -90 | -2% | -$20K | |||
| $1.08M | 0.81% | 20,570 +203 | +1% | +$10.6K | |||
| $1.04M | 0.78% | 1,098 | – | – | |||
| $1.02M | 0.76% | 36,588 -15,733 | -30% | -$440K | |||
| $954K | 0.71% | 9,539 -8,351 | -47% | -$835K | |||
| $921K | 0.69% | 19,778 | New | +$921K | |||
| $879K | 0.66% | 8,974 -377 | -4% | -$36.9K | |||
| $808K | 0.6% | 3,856 -128 | -3% | -$26.8K | |||
| $786K | 0.59% | 5,595 -442 | -7% | -$62.1K | |||
| $770K | 0.58% | 1,370 +1 | +0.1% | +$562 | |||
| $761K | 0.57% | 3,102 -754 | -20% | -$185K | |||
| $756K | 0.56% | 32,253 +685 | +2% | +$16.1K | |||
| $746K | 0.56% | 13,537 -1,525 | -10% | -$84K | |||
| $687K | 0.51% | 12,731 +4,617 | +57% | +$249K | |||
| $627K | 0.47% | 17,477 +690 | +4% | +$24.8K | |||
| $592K | 0.44% | 9,561 | New | +$592K | |||
| $583K | 0.44% | 3,063 +2 | +0.1% | +$381 | |||
| $571K | 0.43% | 5,270 -1,486 | -22% | -$161K | |||
| $567K | 0.42% | 20,569 +658 | +3% | +$18.1K | |||
| $566K | 0.42% | 3,413 +2 | +0.1% | +$332 | |||
| $558K | 0.42% | 6,352 -3,371 | -35% | -$296K | |||
| $552K | 0.41% | 13,230 -211 | -2% | -$8.81K | |||
| $539K | 0.4% | 11,714 | New | +$539K | |||
| $536K | 0.4% | 1,716 -52 | -3% | -$16.2K |
