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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.38M
3
+$907K
4
RPM icon
RPM International
RPM
+$878K
5
AMN icon
AMN Healthcare
AMN
+$847K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.56M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$994K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-484
502
– –
-302
503
– –
-424
504
– –
-1,340
505
– –
-3
506
– –
-121
507
– –
-343
508
– –
-1,460
509
– –
-116
510
– –
-5
511
– –
-38
512
– –
-777
513
– –
-608
514
– –
-428
515
– –
0
516
– –
-723
517
– –
-200
518
– –
-120
519
– –
-1,355
520
– –
-128
521
– –
-11,539
522
– –
-492
523
– –
-11,027
524
– –
-163
525
– –
-29
19 20
21
22 23