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
$98.4M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.3M
3
+$2.28M
4
CTLT
CATALENT, INC.
CTLT
+$853K
5
LLY icon
Eli Lilly
LLY
+$791K

Top Sells

1
+$2.24M
2
+$2.24M
3
+$876K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$868K
5
WMT icon
Walmart
WMT
+$805K

Sector Composition

1 Technology 10.71%
2 Industrials 9.35%
3 Healthcare 7.77%
4 Consumer Staples 7.08%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-20
727
– –
-7
728
– –
-20
729
– –
-42
730
– –
-5
731
– –
-30
732
– –
-40
733
– –
-9
734
– –
-32
735
– –
-10
736
– –
-200
737
– –
-10
738
– –
-100
739
– –
-8
740
– –
-20
741
– –
-100
742
– –
0
743
– –
-184
744
– –
-285
745
– –
-9,162
746
– –
-60
747
– –
0
748
– –
-459
749
– –
-300
26 27 28 29
30