CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$1.8M
3
+$1.61M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.42M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$697K

Top Sells

1
+$2.34M
2
+$1.77M
3
+$767K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$553K

Sector Composition

1 Technology 6.36%
2 Financials 4.25%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-130
727
– –
-400
728
– –
-106
729
– –
-426
730
– –
0
731
– –
-21
732
– –
-1
733
– –
-600
734
– –
0
735
– –
-800
736
– –
-193
737
– –
-156
738
– –
-100
739
– –
-20
740
– –
-20
741
– –
0
742
– –
-24
743
– –
-100
744
– –
-183
745
– –
-350
746
– –
-273
747
– –
-2
748
– –
-900
749
– –
-200
750
– –
-82
26 27 28 29
30