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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.38M
3
+$907K
4
RPM icon
RPM International
RPM
+$878K
5
AMN icon
AMN Healthcare
AMN
+$847K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.56M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$994K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
– –
-17
602
– –
-2,887
603
– –
-455
604
– –
-30
605
– –
-478
606
– –
-85
607
– –
-135
608
– –
-1,299
609
– –
-21
610
– –
-3
611
– –
-1,050
612
– –
-12
613
– –
-113
614
– –
-5
615
– –
-93
616
– –
-59
617
– –
-685
618
– –
-39
619
– –
-515
620
– –
-213
621
– –
-5
622
– –
-383
623
– –
-6,464
624
– –
-106
625
– –
-134
23 24
25
26 27