CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$849K
3
+$839K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$704K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$680K

Top Sells

1
+$2.97M
2
+$746K
3
+$523K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.01%
15,486
-132
27
$1.38M 0.96%
56,734
+401
28
$1.22M 0.85%
57,696
+666
29
$1.14M 0.8%
5,575
+86
30
$1.09M 0.76%
20,643
+73
31
$1.09M 0.76%
1,099
+1
32
$1.05M 0.73%
9,371
-168
33
$981K 0.68%
8,946
-28
34
$966K 0.67%
36,456
-132
35
$918K 0.64%
+25,791
36
$911K 0.63%
17,493
+5,779
37
$905K 0.63%
5,223
-372
38
$900K 0.63%
3,103
+1
39
$846K 0.59%
+16,561
40
$846K 0.59%
33,432
+1,179
41
$744K 0.52%
1,198
-172
42
$725K 0.5%
17,016
-461
43
$714K 0.5%
3,847
-9
44
$672K 0.47%
3,063
45
$666K 0.46%
4,216
-1,054
46
$655K 0.46%
5,828
+57
47
$623K 0.43%
13,171
-59
48
$622K 0.43%
6,359
+7
49
$613K 0.43%
20,325
-244
50
$596K 0.42%
8,596
-60
1
2
3 4 5