CWA
Clearview Wealth Advisors Portfolio holdings
AUM $134M
This Quarter Return
-0.58%
1 Year Return
+5.78%
3 Year Return
+15.71%
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$2.29M (+2%)
Cap. Flow
+$3.32M
Cap. Flow % of AUM
2.48%
Top 10 Holdings %Top 10 Hldgs %
50.46%
Holding
104
New
9
Increased
22
Reduced
61
Closed
5
Top Buys
| 1 | $4.31M | |
| 2 | $2.39M | |
| 3 | $921K | |
| 4 | $592K | |
| 5 | $539K |
Top Sells
| 1 | $957K | |
| 2 | $835K | |
| 3 | $710K | |
| 4 | $549K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -1,237 | Closed | -$234K | |||
| – | – | -5,142 | Closed | -$238K | |||
| – | – | -363 | Closed | -$213K | |||
| – | – | -8,131 | Closed | -$710K |
