CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$1.53M
2
+$1.09M
3
+$1.09M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$976K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$936K

Top Sells

1
+$1.06M
2
+$982K
3
+$627K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$551K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$523K

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
601
$0 ﹤0.01%
15
602
$0 ﹤0.01%
3
603
– –
-397
604
– –
0
605
$0 ﹤0.01%
1
606
– –
-11,945
607
$0 ﹤0.01%
50
608
– –
-20
609
– –
-980
610
$0 ﹤0.01%
47
611
$0 ﹤0.01%
100
612
– –
-200
613
$0 ﹤0.01%
+20
614
$0 ﹤0.01%
10
-10
615
– –
-25
616
– –
-10
617
– –
-380
618
– –
-261
619
– –
-100
620
$0 ﹤0.01%
66
-1
621
– –
-1,800
622
– –
-85
623
– –
-75
624
$0 ﹤0.01%
+100
625
$0 ﹤0.01%
41
23 24
25
26 27