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
576
$1.26K ﹤0.01%
+10
577
$1.25K ﹤0.01%
+200
578
$1.24K ﹤0.01%
75
579
$1.23K ﹤0.01%
74
-14,384
580
$1.23K ﹤0.01%
30
+1
581
$1.23K ﹤0.01%
26
582
$1.2K ﹤0.01%
121
+3
583
$1.19K ﹤0.01%
+10
584
$1.19K ﹤0.01%
+12
585
$1.19K ﹤0.01%
6
586
$1.19K ﹤0.01%
1
587
$1.18K ﹤0.01%
14
588
$1.18K ﹤0.01%
6
+2
589
$1.16K ﹤0.01%
20
590
$1.14K ﹤0.01%
+250
591
$1.14K ﹤0.01%
3
592
$1.13K ﹤0.01%
50
593
$1.12K ﹤0.01%
10
594
$1.11K ﹤0.01%
44
+10
595
$1.09K ﹤0.01%
40
-60
596
$1.08K ﹤0.01%
500
597
$1.07K ﹤0.01%
+30
598
$1.06K ﹤0.01%
500
599
$1.04K ﹤0.01%
100
-160
600
$1.04K ﹤0.01%
15
22 23
24
25 26