CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$849K
3
+$839K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$704K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$680K

Top Sells

1
+$2.97M
2
+$746K
3
+$523K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.25%
1,591
-5
77
$352K 0.25%
3,801
+170
78
$348K 0.24%
+12,053
79
$346K 0.24%
+3,127
80
$343K 0.24%
2,034
-6
81
$340K 0.24%
1,030
82
$340K 0.24%
2,550
-46
83
$338K 0.24%
2,825
+1,086
84
$329K 0.23%
4,880
-14
85
$305K 0.21%
4,649
+6
86
$284K 0.2%
3,906
-12
87
$281K 0.2%
2,125
-9
88
$278K 0.19%
10,401
-93
89
$275K 0.19%
1,659
+5
90
$274K 0.19%
2,922
-8
91
$268K 0.19%
5,783
-37
92
$266K 0.19%
1,302
-8
93
$265K 0.18%
2,676
-179
94
$260K 0.18%
+944
95
$245K 0.17%
2,928
-925
96
$235K 0.16%
+381
97
$229K 0.16%
3,111
-55
98
$219K 0.15%
+1,240
99
$214K 0.15%
9,410
-96
100
$212K 0.15%
3,399
-26
1 2 3
4
5