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
$98.4M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$2.32M
3
+$2.32M
4
CTLT
CATALENT, INC.
CTLT
+$864K
5
TWNK
Hostess Brands, Inc. Class A Common Stock
TWNK
+$754K

Top Sells

1
+$2.25M
2
+$2.23M
3
+$822K
4
MCK icon
McKesson
MCK
+$788K
5
CORT icon
Corcept Therapeutics
CORT
+$787K

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
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635
$521 ﹤0.01%
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636
$494 ﹤0.01%
+120
637
$465 ﹤0.01%
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638
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$434 ﹤0.01%
21
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$407 ﹤0.01%
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-10
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$392 ﹤0.01%
6
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642
$390 ﹤0.01%
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643
$388 ﹤0.01%
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$354 ﹤0.01%
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$341 ﹤0.01%
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$307 ﹤0.01%
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$307 ﹤0.01%
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$294 ﹤0.01%
2
649
$288 ﹤0.01%
6
650
$277 ﹤0.01%
10
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