CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.92%
57,030
-594
27
$1.22M 0.91%
5,489
-90
28
$1.08M 0.81%
20,570
+203
29
$1.04M 0.78%
1,098
30
$1.02M 0.76%
36,588
-15,733
31
$954K 0.71%
9,539
-8,351
32
$921K 0.69%
+19,778
33
$879K 0.66%
8,974
-377
34
$808K 0.6%
3,856
-128
35
$786K 0.59%
5,595
-442
36
$770K 0.58%
1,370
+1
37
$761K 0.57%
3,102
-754
38
$756K 0.56%
32,253
+685
39
$746K 0.56%
13,537
-1,525
40
$687K 0.51%
12,731
+4,617
41
$627K 0.47%
17,477
+690
42
$592K 0.44%
+9,561
43
$583K 0.44%
3,063
+2
44
$571K 0.43%
5,270
-1,486
45
$567K 0.42%
20,569
+658
46
$566K 0.42%
3,413
+2
47
$558K 0.42%
6,352
-3,371
48
$552K 0.41%
13,230
-211
49
$539K 0.4%
+11,714
50
$536K 0.4%
1,716
-52
1
2
3 4 5