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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
44
+1
477
$2K ﹤0.01%
36
+1
478
$2K ﹤0.01%
100
479
$2K ﹤0.01%
10
480
$2K ﹤0.01%
100
481
$2K ﹤0.01%
20
482
$2K ﹤0.01%
150
483
$2K ﹤0.01%
100
484
$2K ﹤0.01%
52
485
$2K ﹤0.01%
82
-134
486
$2K ﹤0.01%
300
487
$2K ﹤0.01%
24
488
$2K ﹤0.01%
16
489
$2K ﹤0.01%
20
490
$2K ﹤0.01%
19
491
$2K ﹤0.01%
250
492
$2K ﹤0.01%
200
493
$2K ﹤0.01%
45
494
$2K ﹤0.01%
+10
495
$2K ﹤0.01%
53
496
$2K ﹤0.01%
52
497
$2K ﹤0.01%
100
498
$2K ﹤0.01%
+30
499
$2K ﹤0.01%
400
500
$2K ﹤0.01%
15
18 19
20
21 22