CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
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
76
$452K 0.28%
1,090
+31
77
$429K 0.26%
1,981
+37
78
$426K 0.26%
6,323
-222
79
$426K 0.26%
7,586
-1,055
80
$425K 0.26%
5,292
+308
81
$418K 0.25%
2,164
+116
82
$418K 0.25%
5,451
-950
83
$403K 0.25%
2,347
+246
84
$401K 0.24%
13,350
+807
85
$391K 0.24%
3,695
+34
86
$390K 0.24%
7,811
-109
87
$370K 0.23%
1,643
+83
88
$362K 0.22%
22,825
+2,665
89
$361K 0.22%
2,525
+31
90
$347K 0.21%
9,594
-1,533
91
$344K 0.21%
2,241
+129
92
$322K 0.2%
2,214
+6
93
$319K 0.19%
2,788
-17
94
$309K 0.19%
3,615
-4,555
95
$304K 0.19%
5,645
-2,166
96
$296K 0.18%
11,001
-882
97
$275K 0.17%
4,942
+1,392
98
$255K 0.16%
5,345
+190
99
$245K 0.15%
2,675
-882
100
$239K 0.15%
3,314
-1,825
2 3
4
5 6