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
$85.8M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.98M
3
+$1.97M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
BXP icon
Boston Properties
BXP
+$1.19M

Top Sells

1
+$2.36M
2
+$2.3M
3
+$1.24M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$918K
5
SFM icon
Sprouts Farmers Market
SFM
+$874K

Sector Composition

1 Technology 10.13%
2 Healthcare 9.46%
3 Industrials 8.07%
4 Consumer Discretionary 5.02%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$572K 0.67%
10,890
-3
52
$541K 0.63%
2,290
-35
53
$519K 0.61%
3,589
-63
54
$515K 0.6%
10,192
-46
55
$512K 0.6%
4,590
-130
56
$485K 0.57%
2,707
-50
57
$473K 0.55%
3,855
+840
58
$461K 0.54%
+14,710
59
$457K 0.53%
2,692
-4,333
60
$452K 0.53%
6,241
-45
61
$450K 0.52%
2,961
+254
62
$447K 0.52%
4,099
-79
63
$443K 0.52%
5,684
-2,370
64
$439K 0.51%
1,972
-26
65
$435K 0.51%
16,062
+5,713
66
$431K 0.5%
8,515
+648
67
$428K 0.5%
2,921
+18
68
$408K 0.48%
4,192
-25
69
$390K 0.46%
5,554
-535
70
$385K 0.45%
3,787
+34
71
$381K 0.44%
5,072
+401
72
$380K 0.44%
16,912
+3,282
73
$379K 0.44%
1,064
+32
74
$378K 0.44%
1,671
-142
75
$377K 0.44%
1,797
-5
1 2
3
4 5