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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.84%
17,236
-4,629
27
$1.3M 0.8%
8,243
+406
28
$1.28M 0.78%
41,949
-25,144
29
$1.25M 0.76%
27,485
-10,409
30
$1.23M 0.75%
7,400
-180
31
$1.23M 0.75%
8,302
+739
32
$1.21M 0.74%
26,511
+3,261
33
$1.14M 0.69%
28,471
-3,094
34
$1.13M 0.69%
10,698
+3,622
35
$1.04M 0.64%
15,850
+4,371
36
$1.03M 0.63%
35,170
-1,640
37
$970K 0.59%
12,576
+1,124
38
$952K 0.58%
30,824
-4,320
39
$914K 0.56%
8,354
-2,733
40
$903K 0.55%
3,032
-527
41
$892K 0.54%
4,448
+270
42
$887K 0.54%
4,852
-72
43
$882K 0.54%
5,153
-1,116
44
$870K 0.53%
6,423
+293
45
$842K 0.51%
13,288
-385
46
$840K 0.51%
17,418
-981
47
$814K 0.5%
1,707
-17
48
$785K 0.48%
28,542
-2,201
49
$767K 0.47%
5,936
+3,504
50
$733K 0.45%
12,410
-1,489
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