CWA
Clearview Wealth Advisors Portfolio holdings
AUM $134M
This Quarter Return
-0.58%
1 Year Return
+5.78%
3 Year Return
+15.71%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$2.29M (+2%)
Cap. Flow
+$3.32M
Cap. Flow % of AUM
2.48%
Top 10 Holdings %Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5
Top Buys
| 1 | $4.31M | |
| 2 | $2.39M | |
| 3 | $921K | |
| 4 | $592K | |
| 5 | $539K |
Top Sells
| 1 | $957K | |
| 2 | $835K | |
| 3 | $710K | |
| 4 | $549K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $335K | 0.25% | 1,905 -64 | -3% | -$11.2K | |||
| $335K | 0.25% | 4,276 -137 | -3% | -$10.7K | |||
| $332K | 0.25% | 4,894 -156 | -3% | -$10.6K | |||
| $329K | 0.25% | 3,631 +740 | +26% | +$67K | |||
| $320K | 0.24% | 2,134 -153 | -7% | -$22.9K | |||
| $318K | 0.24% | 3,540 -113 | -3% | -$10.1K | |||
| $308K | 0.23% | 3,853 -86 | -2% | -$6.87K | |||
| $303K | 0.23% | +4,643 | New | +$303K | |||
| $293K | 0.22% | 3,918 -331 | -8% | -$24.7K | |||
| $288K | 0.22% | 2,040 -69 | -3% | -$9.75K | |||
| $283K | 0.21% | +1,654 | New | +$283K | |||
| $282K | 0.21% | 2,855 | – | – | |||
| $282K | 0.21% | 10,494 -500 | -5% | -$13.4K | |||
| $280K | 0.21% | +3,077 | New | +$280K | |||
| $274K | 0.2% | 2,930 -225 | -7% | -$21.1K | |||
| $254K | 0.19% | 1,310 -21 | -2% | -$4.07K | |||
| $253K | 0.19% | +6,984 | New | +$253K | |||
| $233K | 0.17% | 3,166 +7 | +0.2% | +$514 | |||
| $223K | 0.17% | 1,739 -58 | -3% | -$7.44K | |||
| $221K | 0.16% | 2,109 +3 | +0.1% | +$314 | |||
| $220K | 0.16% | 3,684 -96 | -3% | -$5.74K | |||
| $216K | 0.16% | +3,425 | New | +$216K | |||
| $214K | 0.16% | 9,506 -535 | -5% | -$12K | |||
| $92.5K | 0.07% | 15,574 | – | – | |||
| – | – | -941 | Closed | -$218K |
