CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$335K 0.25%
1,905
-64
77
$335K 0.25%
4,276
-137
78
$332K 0.25%
4,894
-156
79
$329K 0.25%
3,631
+740
80
$320K 0.24%
2,134
-153
81
$318K 0.24%
3,540
-113
82
$308K 0.23%
3,853
-86
83
$303K 0.23%
+4,643
84
$293K 0.22%
3,918
-331
85
$288K 0.22%
2,040
-69
86
$283K 0.21%
+1,654
87
$282K 0.21%
2,855
88
$282K 0.21%
10,494
-500
89
$280K 0.21%
+3,077
90
$274K 0.21%
2,930
-225
91
$254K 0.19%
1,310
-21
92
$253K 0.19%
+6,984
93
$233K 0.17%
3,166
+7
94
$223K 0.17%
1,739
-58
95
$221K 0.16%
2,109
+3
96
$220K 0.16%
3,684
-96
97
$216K 0.16%
+3,425
98
$214K 0.16%
9,506
-535
99
$92.5K 0.07%
15,574
100
– –
-941
1 2 3
4
5