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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$0 ﹤0.01%
11
577
$0 ﹤0.01%
100
578
$0 ﹤0.01%
10
579
$0 ﹤0.01%
+100
580
$0 ﹤0.01%
41
581
– –
-60
582
$0 ﹤0.01%
10
583
$0 ﹤0.01%
50
584
$0 ﹤0.01%
50
585
$0 ﹤0.01%
5
586
– –
-1,215
587
– –
-50
588
– –
0
589
– –
-201
590
– –
-5
591
$0 ﹤0.01%
29
592
$0 ﹤0.01%
2
593
$0 ﹤0.01%
3
594
$0 ﹤0.01%
12
-13
595
$0 ﹤0.01%
5
596
$0 ﹤0.01%
1
597
$0 ﹤0.01%
1
598
$0 ﹤0.01%
10
599
– –
-17
600
– –
-10
22 23
24
25 26