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
$132M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$847K
3
+$684K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$635K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$464K

Top Sells

1
+$660K
2
+$327K
3
+$323K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$284K
5
HSY icon
Hershey
HSY
+$225K

Sector Composition

1 Technology 4.41%
2 Financials 3.03%
3 Consumer Staples 2.46%
4 Industrials 2.09%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.03%
7,125
+159
27
$1.36M 1.03%
56,507
+5,255
28
$1.21M 0.92%
57,624
+231
29
$1.06M 0.81%
20,367
+6,945
30
$1.01M 0.76%
1,098
31
$981K 0.75%
9,351
-482
32
$963K 0.73%
6,037
-705
33
$924K 0.7%
3,856
-32
34
$907K 0.69%
6,756
-277
35
$878K 0.67%
9,723
-114
36
$835K 0.63%
15,062
+4,681
37
$816K 0.62%
31,568
+352
38
$806K 0.61%
1,369
-48
39
$710K 0.54%
8,131
-955
40
$708K 0.54%
3,984
-34
41
$684K 0.52%
+4,140
42
$672K 0.51%
3,061
+100
43
$591K 0.45%
13,441
-131
44
$576K 0.44%
16,787
+712
45
$537K 0.41%
1,106
-14
46
$530K 0.4%
19,911
+434
47
$527K 0.4%
8,910
-67
48
$512K 0.39%
1,768
-12
49
$493K 0.38%
3,411
-225
50
$493K 0.37%
3,209
-28
1
2
3 4