CWA
Clearview Wealth Advisors Portfolio holdings
AUM $134M
This Quarter Return
-0.58%
1 Year Return
+5.78%
3 Year Return
+15.71%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$2.29M (+2%)
Cap. Flow
+$3.32M
Cap. Flow % of AUM
2.48%
Top 10 Holdings %Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5
Top Buys
| 1 | $4.31M | |
| 2 | $2.39M | |
| 3 | $921K | |
| 4 | $592K | |
| 5 | $539K |
Top Sells
| 1 | $957K | |
| 2 | $835K | |
| 3 | $710K | |
| 4 | $549K | |
| 5 | $462K |
Sector Composition
| 1 | Financials | 4.63% |
| 2 | Technology | 3.82% |
| 3 | Consumer Staples | 2.43% |
| 4 | Industrials | 2.2% |
| 5 | Healthcare | 2.04% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $534K | 0.4% | 8,656 -254 | -3% | -$15.7K | |||
| $534K | 0.4% | +5,771 | New | +$534K | |||
| $533K | 0.4% | 2,304 -93 | -4% | -$21.5K | |||
| $509K | 0.38% | 14,095 -438 | -3% | -$15.8K | |||
| $489K | 0.37% | 3,182 -27 | -0.8% | -$4.15K | |||
| $486K | 0.36% | 4,042 -131 | -3% | -$15.8K | |||
| $478K | 0.36% | 1,069 -37 | -3% | -$16.5K | |||
| $473K | 0.35% | 1,642 | – | – | |||
| $464K | 0.35% | 1,959 -65 | -3% | -$15.4K | |||
| $449K | 0.34% | 15,724 -441 | -3% | -$12.6K | |||
| $444K | 0.33% | 2,098 -51 | -2% | -$10.8K | |||
| $436K | 0.33% | 818 | – | – | |||
| $436K | 0.33% | 3,742 | – | – | |||
| $435K | 0.33% | 1,440 -47 | -3% | -$14.2K | |||
| $408K | 0.3% | 2,391 -58 | -2% | -$9.89K | |||
| $395K | 0.3% | 2,212 +628 | +40% | +$112K | |||
| $384K | 0.29% | 14,035 +318 | +2% | +$8.71K | |||
| $383K | 0.29% | 12,441 +371 | +3% | +$11.4K | |||
| $383K | 0.29% | 3,490 -114 | -3% | -$12.5K | |||
| $372K | 0.28% | 1,596 -55 | -3% | -$12.8K | |||
| $355K | 0.27% | 5,820 -191 | -3% | -$11.6K | |||
| $348K | 0.26% | 2,627 -87 | -3% | -$11.5K | |||
| $343K | 0.26% | 731 -25 | -3% | -$11.7K | |||
| $339K | 0.25% | 1,030 | – | – | |||
| $335K | 0.25% | 2,596 -50 | -2% | -$6.45K |
