CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.4%
8,656
-254
52
$534K 0.4%
+5,771
53
$533K 0.4%
2,304
-93
54
$509K 0.38%
14,095
-438
55
$489K 0.37%
3,182
-27
56
$486K 0.36%
4,042
-131
57
$478K 0.36%
1,069
-37
58
$473K 0.35%
1,642
59
$464K 0.35%
1,959
-65
60
$449K 0.34%
15,724
-441
61
$444K 0.33%
2,098
-51
62
$436K 0.33%
818
63
$436K 0.33%
3,742
64
$435K 0.33%
1,440
-47
65
$408K 0.3%
2,391
-58
66
$395K 0.3%
2,212
+628
67
$384K 0.29%
14,035
+318
68
$383K 0.29%
12,441
+371
69
$383K 0.29%
3,490
-114
70
$372K 0.28%
1,596
-55
71
$355K 0.27%
5,820
-191
72
$348K 0.26%
2,627
-87
73
$343K 0.26%
731
-25
74
$339K 0.25%
1,030
75
$335K 0.25%
2,596
-50
1 2
3
4 5