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
$132M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$847K
3
+$684K
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$635K
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$464K

Top Sells

1
+$660K
2
+$327K
3
+$323K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$284K
5
HSY icon
Hershey
HSY
+$225K

Sector Composition

1 Technology 4.41%
2 Financials 3.03%
3 Consumer Staples 2.46%
4 Industrials 2.09%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$302K 0.23%
5,050
-45
77
$302K 0.23%
2,109
-19
78
$298K 0.23%
1,584
-16
79
$297K 0.23%
4,249
-141
80
$284K 0.22%
1,030
81
$284K 0.22%
10,994
+1,648
82
$280K 0.21%
3,155
-143
83
$277K 0.21%
2,855
84
$261K 0.2%
1,331
+22
85
$257K 0.2%
2,891
+116
86
$243K 0.18%
2,106
-425
87
$241K 0.18%
3,780
-142
88
$238K 0.18%
5,142
+33
89
$234K 0.18%
1,237
+1
90
$227K 0.17%
3,159
+326
91
$222K 0.17%
10,041
+1,075
92
$220K 0.17%
1,797
-15
93
$218K 0.17%
+941
94
$213K 0.16%
+363
95
$52.2K 0.04%
15,574
96
– –
-6,761
97
– –
-9,241
98
– –
-1,172
99
– –
-3,567
1 2 3
4