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
601
$1.03K ﹤0.01%
74
602
$1.03K ﹤0.01%
+100
603
$1.02K ﹤0.01%
20
604
$1K ﹤0.01%
+30
605
$996 ﹤0.01%
39
606
$991 ﹤0.01%
29
+12
607
$990 ﹤0.01%
23
608
$949 ﹤0.01%
+30
609
$945 ﹤0.01%
77
+23
610
$941 ﹤0.01%
5
-15
611
$908 ﹤0.01%
20
+3
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$904 ﹤0.01%
+10
613
$898 ﹤0.01%
35
614
$897 ﹤0.01%
+10
615
$897 ﹤0.01%
7
616
$866 ﹤0.01%
+10
617
$865 ﹤0.01%
110
618
$809 ﹤0.01%
+1
619
$750 ﹤0.01%
14
620
$743 ﹤0.01%
38
+30
621
$722 ﹤0.01%
+29
622
$719 ﹤0.01%
40
623
$667 ﹤0.01%
8
-1
624
$657 ﹤0.01%
+300
625
$640 ﹤0.01%
20
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