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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.36%
2,524
+82
52
$454K 0.36%
23,663
-642
53
$448K 0.36%
26,909
+845
54
$444K 0.35%
2,659
+87
55
$426K 0.34%
6,228
+204
56
$413K 0.33%
1,238
+44
57
$403K 0.32%
15,888
+531
58
$389K 0.31%
15,097
+476
59
$386K 0.31%
+3,495
60
$351K 0.28%
6,502
-202
61
$338K 0.27%
16,068
+15,686
62
$327K 0.26%
2,904
+89
63
$314K 0.25%
7,851
-814
64
$311K 0.25%
1,166
+34
65
$300K 0.24%
19,565
-65
66
$299K 0.24%
12,932
-4,780
67
$291K 0.23%
3,733
68
$286K 0.23%
1,030
69
$282K 0.22%
2,753
+10
70
$282K 0.22%
8,745
-10,327
71
$278K 0.22%
4,158
-255
72
$274K 0.22%
5,562
-653
73
$263K 0.21%
2,870
+2,200
74
$251K 0.2%
8,025
-488
75
$237K 0.19%
19,510
+580
1 2
3
4 5