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
$130M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.34M
3
+$1.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$962K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$861K

Top Sells

1
+$545K
2
+$262K
3
+$215K
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$146K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$139K

Sector Composition

1 Technology 4.26%
2 Consumer Staples 2.74%
3 Financials 2.47%
4 Healthcare 2.15%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$312K 0.24%
2,736
-109
77
$310K 0.24%
2,418
-429
78
$301K 0.23%
3,298
-3
79
$296K 0.23%
2,531
-1
80
$290K 0.22%
3,922
-104
81
$289K 0.22%
2,855
+377
82
$288K 0.22%
4,444
-100
83
$285K 0.22%
1,600
-55
84
$260K 0.2%
2,775
-494
85
$259K 0.2%
1,309
-127
86
$251K 0.19%
9,346
+1,412
87
$240K 0.19%
+5,109
88
$225K 0.17%
1,172
-13
89
$223K 0.17%
1,812
-38
90
$222K 0.17%
3,567
-128
91
$217K 0.17%
6,761
92
$213K 0.16%
2,833
-351
93
$207K 0.16%
8,966
-3,342
94
$205K 0.16%
1,236
-6
95
$54.2K 0.04%
15,574
96
– –
-1,870
1 2 3
4