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
$98.4M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.3M
3
+$2.28M
4
CTLT
CATALENT, INC.
CTLT
+$853K
5
LLY icon
Eli Lilly
LLY
+$791K

Top Sells

1
+$2.24M
2
+$2.24M
3
+$876K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$868K
5
WMT icon
Walmart
WMT
+$805K

Sector Composition

1 Technology 10.71%
2 Industrials 9.35%
3 Healthcare 7.77%
4 Consumer Staples 7.08%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.19K ﹤0.01%
178
+60
477
$3.19K ﹤0.01%
53
478
$3.19K ﹤0.01%
24
+1
479
$3.16K ﹤0.01%
147
-28,920
480
$3.16K ﹤0.01%
106
+2
481
$3.13K ﹤0.01%
163
+1
482
$3.1K ﹤0.01%
152
483
$3.08K ﹤0.01%
72
484
$3.05K ﹤0.01%
34
+6
485
$3.02K ﹤0.01%
53
+1
486
$3K ﹤0.01%
53
487
$2.99K ﹤0.01%
7
-2,050
488
$2.95K ﹤0.01%
49
489
$2.88K ﹤0.01%
38
490
$2.83K ﹤0.01%
191
491
$2.82K ﹤0.01%
75
+31
492
$2.8K ﹤0.01%
144
493
$2.77K ﹤0.01%
32
-21
494
$2.76K ﹤0.01%
40
-5
495
$2.71K ﹤0.01%
200
+150
496
$2.69K ﹤0.01%
+30
497
$2.65K ﹤0.01%
10
498
$2.63K ﹤0.01%
36
-107
499
$2.6K ﹤0.01%
57
500
$2.51K ﹤0.01%
+21
18 19
20
21 22