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
$130M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.34M
3
+$1.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$962K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$861K

Top Sells

1
+$545K
2
+$262K
3
+$215K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$146K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$139K

Sector Composition

1 Technology 4.26%
2 Consumer Staples 2.74%
3 Financials 2.47%
4 Healthcare 2.15%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$503K 0.39%
2,421
-67
52
$485K 0.37%
14,659
-335
53
$478K 0.37%
8,977
-350
54
$468K 0.36%
1,017
-47
55
$458K 0.35%
2,645
-60
56
$450K 0.35%
1,663
-40
57
$447K 0.34%
3,742
58
$433K 0.33%
1,502
-42
59
$418K 0.32%
3,682
-106
60
$410K 0.32%
1,685
61
$401K 0.31%
13,478
+1,308
62
$398K 0.31%
3,635
-121
63
$392K 0.3%
2,305
-41
64
$384K 0.3%
11,907
+1,100
65
$375K 0.29%
5,095
-114
66
$366K 0.28%
1,983
-41
67
$359K 0.28%
16,274
-613
68
$359K 0.28%
4,314
+2
69
$357K 0.28%
1,030
70
$327K 0.25%
9,241
-4,132
71
$324K 0.25%
1,570
-65
72
$321K 0.25%
2,128
-47
73
$319K 0.25%
764
-17
74
$315K 0.24%
4,390
+142
75
$315K 0.24%
6,079
-236
1 2
3
4