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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$730K 0.45%
6,274
+1,068
52
$720K 0.44%
4,142
-400
53
$702K 0.43%
+13,896
54
$696K 0.42%
6,094
+260
55
$673K 0.41%
2,510
-1,229
56
$672K 0.41%
14,005
+3,251
57
$667K 0.41%
21,533
-17,806
58
$647K 0.39%
10,379
-110
59
$631K 0.38%
7,767
+978
60
$625K 0.38%
12,143
-2,707
61
$598K 0.36%
1,683
+89
62
$589K 0.36%
1,970
-410
63
$579K 0.35%
3,538
-845
64
$579K 0.35%
3,468
+206
65
$557K 0.34%
21,729
-9,078
66
$523K 0.32%
5,628
-1,116
67
$517K 0.32%
12,555
+5,195
68
$501K 0.31%
5,010
-1,520
69
$486K 0.3%
8,667
-1,035
70
$471K 0.29%
2,260
+128
71
$470K 0.29%
25,312
-143
72
$469K 0.29%
17,289
+7,195
73
$468K 0.29%
21,105
+4,682
74
$467K 0.28%
12,659
-1,387
75
$466K 0.28%
3,220
+860
1 2
3
4 5