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
$132M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$847K
3
+$684K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$635K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$464K

Top Sells

1
+$660K
2
+$327K
3
+$323K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$284K
5
HSY icon
Hershey
HSY
+$225K

Sector Composition

1 Technology 4.41%
2 Financials 3.03%
3 Consumer Staples 2.46%
4 Industrials 2.09%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$487K 0.37%
4,173
-39
52
$485K 0.37%
2,149
+579
53
$484K 0.37%
2,397
-24
54
$475K 0.36%
2,024
-22
55
$472K 0.36%
14,533
-126
56
$447K 0.34%
3,604
-31
57
$443K 0.34%
16,165
-109
58
$440K 0.33%
3,742
59
$424K 0.32%
8,114
-5,443
60
$411K 0.31%
1,487
-15
61
$411K 0.31%
2,449
-196
62
$407K 0.31%
1,651
-12
63
$407K 0.31%
13,717
+239
64
$398K 0.3%
1,642
-43
65
$380K 0.29%
1,969
-14
66
$371K 0.28%
818
-199
67
$363K 0.28%
3,653
-29
68
$351K 0.27%
12,070
+163
69
$348K 0.26%
2,287
-18
70
$340K 0.26%
6,011
-68
71
$338K 0.26%
2,646
+228
72
$327K 0.25%
4,413
-31
73
$320K 0.24%
756
-8
74
$319K 0.24%
3,939
-375
75
$307K 0.23%
2,714
-22
1 2
3
4