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
526
$2.1K ﹤0.01%
300
+100
527
$2.09K ﹤0.01%
37
528
$2.07K ﹤0.01%
+16
529
$2.05K ﹤0.01%
+10
530
$2.03K ﹤0.01%
+4
531
$2.02K ﹤0.01%
38
-20
532
$2.01K ﹤0.01%
120
+2
533
$2K ﹤0.01%
200
534
$1.94K ﹤0.01%
20
+1
535
$1.9K ﹤0.01%
67
536
$1.89K ﹤0.01%
+20
537
$1.87K ﹤0.01%
200
538
$1.83K ﹤0.01%
100
539
$1.83K ﹤0.01%
+13
540
$1.82K ﹤0.01%
17
+1
541
$1.82K ﹤0.01%
+27
542
$1.82K ﹤0.01%
+15
543
$1.82K ﹤0.01%
+18
544
$1.78K ﹤0.01%
80
-34,195
545
$1.76K ﹤0.01%
34
546
$1.74K ﹤0.01%
+30
547
$1.73K ﹤0.01%
9
+3
548
$1.72K ﹤0.01%
30
549
$1.72K ﹤0.01%
10
550
$1.72K ﹤0.01%
33
20 21
22
23 24