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
501
$2.5K ﹤0.01%
62
+50
502
$2.5K ﹤0.01%
41
-144
503
$2.49K ﹤0.01%
+100
504
$2.4K ﹤0.01%
466
505
$2.4K ﹤0.01%
21
+1
506
$2.4K ﹤0.01%
29
507
$2.4K ﹤0.01%
51
+30
508
$2.37K ﹤0.01%
+30
509
$2.36K ﹤0.01%
24
510
$2.33K ﹤0.01%
31
511
$2.3K ﹤0.01%
37
+1
512
$2.29K ﹤0.01%
85
513
$2.27K ﹤0.01%
84
514
$2.26K ﹤0.01%
20
+11
515
$2.26K ﹤0.01%
+10
516
$2.25K ﹤0.01%
+30
517
$2.23K ﹤0.01%
67
-17,485
518
$2.21K ﹤0.01%
20
-90
519
$2.18K ﹤0.01%
+30
520
$2.18K ﹤0.01%
100
-200
521
$2.17K ﹤0.01%
48
522
$2.16K ﹤0.01%
20
523
$2.14K ﹤0.01%
34
524
$2.11K ﹤0.01%
20
+10
525
$2.11K ﹤0.01%
25
+10
19 20
21
22 23