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
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%
+124
663
$189 ﹤0.01%
13
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
27
28 29