CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$849K
3
+$839K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$704K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$680K

Top Sells

1
+$2.97M
2
+$746K
3
+$523K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.37%
2,306
+2
52
$521K 0.36%
4,020
-22
53
$520K 0.36%
3,407
-6
54
$504K 0.35%
3,164
-18
55
$499K 0.35%
1,708
-8
56
$498K 0.35%
1,945
-14
57
$493K 0.34%
1,065
-4
58
$488K 0.34%
2,097
-1
59
$481K 0.34%
3,742
60
$476K 0.33%
14,054
-41
61
$470K 0.33%
1,542
-100
62
$462K 0.32%
3,466
-24
63
$460K 0.32%
7,019
-2,542
64
$460K 0.32%
15,640
-84
65
$430K 0.3%
2,215
+3
66
$425K 0.3%
14,827
+792
67
$415K 0.29%
1,434
-6
68
$407K 0.28%
12,337
-104
69
$397K 0.28%
818
70
$390K 0.27%
4,270
-6
71
$380K 0.26%
2,383
-8
72
$379K 0.26%
3,091
+14
73
$371K 0.26%
729
-2
74
$355K 0.25%
2,610
-17
75
$354K 0.25%
1,897
-8
1 2
3
4 5