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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$118K 0.09%
1,085
-35
102
$115K 0.09%
4,161
+305
103
$113K 0.09%
934
-47
104
$111K 0.09%
3,178
-211
105
$110K 0.09%
1,100
-180
106
$108K 0.09%
1,901
+9
107
$108K 0.09%
490
+1
108
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2,558
-109
109
$105K 0.08%
1,020
-673
110
$104K 0.08%
1,752
-131
111
$104K 0.08%
9,290
+1,042
112
$101K 0.08%
1,736
+8
113
$100K 0.08%
2,085
-66
114
$99K 0.08%
805
+4
115
$98K 0.08%
410
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116
$98K 0.08%
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117
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118
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1,962
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119
$96K 0.08%
15,574
120
$95K 0.08%
1,401
+2
121
$95K 0.08%
188
122
$94K 0.07%
1,624
123
$93K 0.07%
688
124
$93K 0.07%
1,023
-91
125
$90K 0.07%
2,157
+178
3 4
5
6 7