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
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
+40
552
$1K ﹤0.01%
+3
553
$1K ﹤0.01%
+3
554
$1K ﹤0.01%
+10
555
$1K ﹤0.01%
+25
556
$1K ﹤0.01%
+33
557
0
558
$1K ﹤0.01%
+18
559
$1K ﹤0.01%
+140
560
$1K ﹤0.01%
+300
561
$1K ﹤0.01%
+100
562
$1K ﹤0.01%
+140
563
$0 ﹤0.01%
+1
564
$0 ﹤0.01%
+3
565
$0 ﹤0.01%
+5
566
$0 ﹤0.01%
+10
567
$0 ﹤0.01%
+20
568
$0 ﹤0.01%
+26
569
$0 ﹤0.01%
+10
570
$0 ﹤0.01%
+5
571
$0 ﹤0.01%
+25
572
$0 ﹤0.01%
+8
573
$0 ﹤0.01%
+6
574
$0 ﹤0.01%
+5
575
$0 ﹤0.01%
+10