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
626
$640 ﹤0.01%
+10
627
$608 ﹤0.01%
5
628
$600 ﹤0.01%
100
629
$596 ﹤0.01%
+30
630
$587 ﹤0.01%
25
-12,044
631
$573 ﹤0.01%
+5
632
$567 ﹤0.01%
38
+12
633
$561 ﹤0.01%
+5
634
$558 ﹤0.01%
42
635
$521 ﹤0.01%
48
636
$494 ﹤0.01%
+120
637
$465 ﹤0.01%
20
638
$446 ﹤0.01%
10
639
$434 ﹤0.01%
21
640
$407 ﹤0.01%
6
-10
641
$392 ﹤0.01%
6
-18
642
$390 ﹤0.01%
15
643
$388 ﹤0.01%
5
644
$354 ﹤0.01%
3
645
$341 ﹤0.01%
10
646
$307 ﹤0.01%
3
647
$307 ﹤0.01%
12
648
$294 ﹤0.01%
2
649
$288 ﹤0.01%
6
650
$277 ﹤0.01%
10
24 25
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