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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

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
26
$791K 0.63%
5,290
+182
27
$768K 0.61%
10,802
+6
28
$768K 0.61%
17,772
+321
29
$762K 0.6%
7,121
+242
30
$749K 0.59%
3,571
+116
31
$729K 0.58%
1,886
-20
32
$670K 0.53%
4,104
+107
33
$656K 0.52%
4,094
+138
34
$652K 0.52%
9,460
-4,213
35
$651K 0.52%
2,819
+37
36
$637K 0.5%
5,635
+95
37
$633K 0.5%
1,764
-10
38
$609K 0.48%
1,289
-140
39
$604K 0.48%
15,099
+501
40
$560K 0.44%
12,789
+346
41
$541K 0.43%
6,283
+207
42
$537K 0.43%
9,279
-501
43
$536K 0.42%
31,865
-2,458
44
$517K 0.41%
2,930
-182
45
$508K 0.4%
6,635
+186
46
$508K 0.4%
15,290
+535
47
$500K 0.4%
4,421
-79
48
$494K 0.39%
3,910
+114
49
$469K 0.37%
9,328
-2,655
50
$462K 0.37%
6,312
+214
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2
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