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
$85.8M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.98M
3
+$1.97M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
BXP icon
Boston Properties
BXP
+$1.19M

Top Sells

1
+$2.36M
2
+$2.3M
3
+$1.24M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$918K
5
SFM icon
Sprouts Farmers Market
SFM
+$874K

Sector Composition

1 Technology 10.13%
2 Healthcare 9.46%
3 Industrials 8.07%
4 Consumer Discretionary 5.02%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.44%
+6,788
77
$365K 0.43%
+10,740
78
$356K 0.42%
+5,918
79
$351K 0.41%
6,837
-97
80
$350K 0.41%
17,950
-3,580
81
$346K 0.4%
17,614
+5,493
82
$342K 0.4%
2,008
-26
83
$342K 0.4%
2,206
-8
84
$341K 0.4%
853
-13
85
$336K 0.39%
2,390
+10
86
$331K 0.39%
14,358
-11,622
87
$327K 0.38%
+9,939
88
$321K 0.37%
18,225
-90
89
$318K 0.37%
+21,294
90
$314K 0.37%
5,012
-274
91
$308K 0.36%
1,030
92
$308K 0.36%
+5,224
93
$297K 0.35%
+8,445
94
$296K 0.34%
2,731
-92
95
$295K 0.34%
+1,320
96
$291K 0.34%
+13,683
97
$279K 0.33%
4,282
-157
98
$275K 0.32%
3,736
+40
99
$272K 0.32%
13,167
-2,469
100
$262K 0.31%
10,018
-147
2 3
4
5 6