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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.19%
3,244
-8,286
77
$233K 0.18%
2,239
+11
78
$219K 0.17%
7,035
+2,618
79
$219K 0.17%
5,363
-524
80
$216K 0.17%
781
+12
81
$216K 0.17%
2,632
-403
82
$214K 0.17%
2,240
83
$206K 0.16%
6,310
-130
84
$201K 0.16%
4,000
85
$201K 0.16%
6,645
86
$200K 0.16%
7,057
-1,325
87
$191K 0.15%
2,187
+17
88
$180K 0.14%
8,203
-1,550
89
$179K 0.14%
5,578
-232
90
$151K 0.12%
2,691
+3
91
$151K 0.12%
3,754
-64
92
$146K 0.12%
1,083
93
$142K 0.11%
5,780
-1,773
94
$133K 0.11%
7,018
-1,950
95
$129K 0.1%
1,525
+1
96
$129K 0.1%
1,339
-185
97
$127K 0.1%
3,388
+10
98
$122K 0.1%
342
+30
99
$121K 0.1%
3,343
+79
100
$119K 0.09%
670
-31
2 3
4
5 6