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
$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
76
$364K 0.37%
3,799
+37
77
$363K 0.37%
14,295
-1,470
78
$348K 0.35%
1,805
-23
79
$347K 0.35%
17,085
-2,083
80
$344K 0.35%
2,455
-21
81
$341K 0.35%
3,419
-1,322
82
$333K 0.34%
11,027
+11,007
83
$325K 0.33%
18,857
-265
84
$313K 0.32%
10,565
-108
85
$308K 0.31%
8,406
-697
86
$308K 0.31%
+11,463
87
$308K 0.31%
6,277
-357
88
$305K 0.31%
+11,539
89
$302K 0.31%
16,990
+3,711
90
$293K 0.3%
11,073
-163
91
$289K 0.29%
1,030
92
$287K 0.29%
2,276
-1,416
93
$283K 0.29%
4,270
-66
94
$281K 0.29%
3,872
-4
95
$279K 0.28%
2,691
+5
96
$268K 0.27%
5,328
-98
97
$260K 0.26%
3,501
-393
98
$259K 0.26%
+29,494
99
$257K 0.26%
+28,134
100
$253K 0.26%
2,043
-24
2 3
4
5 6