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
551
$1.69K ﹤0.01%
20
552
$1.67K ﹤0.01%
+10
553
$1.61K ﹤0.01%
400
+50
554
$1.51K ﹤0.01%
50
-100
555
$1.51K ﹤0.01%
41
556
$1.49K ﹤0.01%
52
-8,968
557
$1.47K ﹤0.01%
200
558
$1.46K ﹤0.01%
+10
559
$1.46K ﹤0.01%
10
560
$1.45K ﹤0.01%
+10
561
$1.42K ﹤0.01%
+500
562
$1.41K ﹤0.01%
17
-7,031
563
$1.39K ﹤0.01%
1
564
$1.39K ﹤0.01%
16
-6,920
565
$1.37K ﹤0.01%
54
566
$1.35K ﹤0.01%
86
-17,666
567
$1.34K ﹤0.01%
+100
568
$1.33K ﹤0.01%
85
-14,853
569
$1.33K ﹤0.01%
47
-11,037
570
$1.31K ﹤0.01%
+10
571
$1.31K ﹤0.01%
+20
572
$1.3K ﹤0.01%
+500
573
$1.3K ﹤0.01%
17
+5
574
$1.3K ﹤0.01%
+100
575
$1.29K ﹤0.01%
92
-31
21 22
23
24 25