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
51
$586K 0.6%
5,378
-22
52
$569K 0.58%
2,511
-30
53
$568K 0.58%
3,069
-105
54
$557K 0.57%
+58,120
55
$555K 0.56%
5,235
-157
56
$544K 0.55%
10,516
-109
57
$532K 0.54%
+11,775
58
$515K 0.52%
10,453
-2,166
59
$509K 0.52%
4,414
-52
60
$490K 0.5%
2,825
-39
61
$484K 0.49%
7,566
-10,878
62
$477K 0.48%
7,160
-459
63
$471K 0.48%
2,088
-35
64
$471K 0.48%
6,452
-17
65
$454K 0.46%
3,811
-15
66
$451K 0.46%
2,970
-20
67
$439K 0.45%
6,989
-865
68
$439K 0.45%
23,710
-349
69
$435K 0.44%
3,335
-210
70
$399K 0.41%
+10,958
71
$396K 0.4%
4,378
-60
72
$389K 0.39%
1,873
-24
73
$386K 0.39%
1,132
74
$376K 0.38%
2,315
-64
75
$366K 0.37%
905
-1
1 2
3
4 5