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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.14%
1,030
-21
102
$236K 0.14%
4,533
+100
103
$236K 0.14%
4,768
-2,853
104
$233K 0.14%
1,993
+3
105
$227K 0.14%
877
+276
106
$222K 0.14%
3,741
-811
107
$216K 0.13%
14,376
-2,500
108
$212K 0.13%
4,652
-150
109
$187K 0.11%
1,207
-16
110
$185K 0.11%
1,363
-426
111
$184K 0.11%
3,227
+2,907
112
$184K 0.11%
13,611
+658
113
$172K 0.1%
4,985
+85
114
$170K 0.1%
2,772
-676
115
$169K 0.1%
718
116
$166K 0.1%
1,778
-106
117
$164K 0.1%
3,076
-7
118
$163K 0.1%
+6,365
119
$160K 0.1%
2,233
+144
120
$160K 0.1%
3,359
+9
121
$158K 0.1%
3,227
+50
122
$154K 0.09%
765
-200
123
$147K 0.09%
3,708
+1,493
124
$146K 0.09%
1,484
-438
125
$144K 0.09%
2,123
-255
3 4
5
6 7