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
$130M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.34M
3
+$1.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$962K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$861K

Top Sells

1
+$545K
2
+$262K
3
+$215K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$146K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$139K

Sector Composition

1 Technology 4.26%
2 Consumer Staples 2.74%
3 Financials 2.47%
4 Healthcare 2.15%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.26M 0.97%
51,252
+6,516
27
$1.02M 0.79%
6,742
+348
28
$1,000K 0.77%
9,833
-398
29
$973K 0.75%
1,098
+1
30
$934K 0.72%
16,239
-2,418
31
$891K 0.69%
9,086
+807
32
$854K 0.66%
7,033
-153
33
$820K 0.63%
3,888
-189
34
$817K 0.63%
1,417
+2
35
$804K 0.62%
31,216
+3,248
36
$794K 0.61%
9,837
-233
37
$794K 0.61%
4,018
-106
38
$778K 0.6%
13,557
+6,705
39
$718K 0.55%
13,422
+1,821
40
$655K 0.5%
1,120
-33
41
$634K 0.49%
10,381
+1,335
42
$633K 0.49%
4,212
-117
43
$619K 0.48%
16,075
+1,567
44
$589K 0.45%
3,636
-79
45
$568K 0.44%
19,477
+2,291
46
$552K 0.43%
2,961
-80
47
$550K 0.42%
3,237
-98
48
$542K 0.42%
1,780
-49
49
$539K 0.42%
13,572
-6,595
50
$508K 0.39%
2,046
-70
1
2
3 4