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
676
$65 ﹤0.01%
1
-151
677
$64 ﹤0.01%
41
678
$63 ﹤0.01%
11
679
$60 ﹤0.01%
6
680
$45 ﹤0.01%
3
681
$40 ﹤0.01%
20
682
$38 ﹤0.01%
10
-40
683
$7 ﹤0.01%
2
684
$1 ﹤0.01%
1
685
– –
-32
686
– –
-40
687
– –
-223
688
– –
-1
689
– –
-100
690
– –
-212
691
– –
-60
692
– –
-83
693
– –
-60
694
– –
-2,186
695
– –
-25
696
– –
-30
697
– –
0
698
– –
-10
699
– –
-52
700
– –
-61
26 27
28
29 30