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
$85.8M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.98M
3
+$1.97M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
BXP icon
Boston Properties
BXP
+$1.19M

Top Sells

1
+$2.36M
2
+$2.3M
3
+$1.24M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$918K
5
SFM icon
Sprouts Farmers Market
SFM
+$874K

Sector Composition

1 Technology 10.13%
2 Healthcare 9.46%
3 Industrials 8.07%
4 Consumer Discretionary 5.02%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$996K 1.16%
19,109
-1,826
27
$932K 1.09%
3,134
-50
28
$927K 1.08%
5,449
-6
29
$886K 1.03%
+36,938
30
$886K 1.03%
17,557
+986
31
$861K 1%
10,801
-406
32
$841K 0.98%
12,536
+243
33
$835K 0.97%
10,311
-141
34
$820K 0.96%
+5,117
35
$817K 0.95%
4,692
-54
36
$794K 0.93%
+7,877
37
$787K 0.92%
+3,834
38
$782K 0.91%
1,638
+2
39
$780K 0.91%
14,671
+892
40
$776K 0.9%
+1,332
41
$751K 0.88%
855
+13
42
$738K 0.86%
21,911
-499
43
$707K 0.82%
1,071
+1
44
$687K 0.8%
4,430
+18
45
$685K 0.8%
4,373
+64
46
$678K 0.79%
6,861
+767
47
$619K 0.72%
6,389
-3,189
48
$591K 0.69%
1,993
+2
49
$585K 0.68%
11,820
-60
50
$579K 0.68%
5,265
-12
1
2
3 4 5