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
651
$268 ﹤0.01%
12
652
$261 ﹤0.01%
20
653
$256 ﹤0.01%
4
654
$243 ﹤0.01%
6
655
$236 ﹤0.01%
66
656
$232 ﹤0.01%
20
657
$223 ﹤0.01%
2
658
$220 ﹤0.01%
+5
659
$219 ﹤0.01%
20
660
$216 ﹤0.01%
4
661
$197 ﹤0.01%
5
662
$193 ﹤0.01%
+12
663
$189 ﹤0.01%
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664
$185 ﹤0.01%
5
665
$152 ﹤0.01%
23
-58
666
$151 ﹤0.01%
5
667
$151 ﹤0.01%
407
+235
668
$148 ﹤0.01%
37
-450
669
$139 ﹤0.01%
3
670
$130 ﹤0.01%
10
671
$130 ﹤0.01%
1
-93
672
$112 ﹤0.01%
10
673
$111 ﹤0.01%
20
674
$108 ﹤0.01%
10
675
$82 ﹤0.01%
10
25 26
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28 29