CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.5%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
207
Reduced
99
Closed
29
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Financials | 4.05% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.4% |
| 5 | Industrials | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
651
Baidu
BIDU
$33.1B
| $0 | ﹤0.01% |
1
-75
| -99% | – |
|
652
Atlanta Braves Holdings Series B
BATRK
$2.71B
| $0 | ﹤0.01% |
+10
| New | – |
|
653
Atlanta Braves Holdings Series A
BATRA
$2.89B
| $0 | ﹤0.01% |
10
| – | – |
|
654
AstraZeneca
AZN
$255B
| – | – |
-1,000
| Closed | -$50K |
|
655
Axos Financial
AX
$5.11B
| $0 | ﹤0.01% |
5
| – | – |
|
656
AeroVironment
AVAV
$11.9B
| $0 | ﹤0.01% |
3
| – | – |
|
657
American International
AIG
$45.1B
| $0 | ﹤0.01% |
1
| – | – |
|
|
RENO
658
DELISTED
Renovare Environmental, Inc. Common Stock
RENO
| $0 | ﹤0.01% |
+200
| New | – |
|
659
Sensata Technologies
ST
$4.63B
| – | – |
-95
| Closed | -$5K |
|
660
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.37B
| – | – |
-100
| Closed | -$7K |
|