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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
138
+100
477
$6K ﹤0.01%
65
+22
478
$5K ﹤0.01%
+125
479
$5K ﹤0.01%
40
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480
$5K ﹤0.01%
38
-660
481
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20
482
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157
+1
483
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94
+19
484
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57
+32
485
$5K ﹤0.01%
54
486
$5K ﹤0.01%
108
487
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81
488
$5K ﹤0.01%
+200
489
$5K ﹤0.01%
124
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490
$5K ﹤0.01%
100
491
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12
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492
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216
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$5K ﹤0.01%
+100
495
$4K ﹤0.01%
+100
496
$4K ﹤0.01%
50
-100
497
$4K ﹤0.01%
49
498
$4K ﹤0.01%
+129
499
$4K ﹤0.01%
24
500
$4K ﹤0.01%
156
-83
18 19
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