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
$98.4M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.3M
3
+$2.28M
4
CTLT
CATALENT, INC.
CTLT
+$853K
5
LLY icon
Eli Lilly
LLY
+$791K

Top Sells

1
+$2.24M
2
+$2.24M
3
+$876K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$868K
5
WMT icon
Walmart
WMT
+$805K

Sector Composition

1 Technology 10.71%
2 Industrials 9.35%
3 Healthcare 7.77%
4 Consumer Staples 7.08%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$249K 0.25%
9,484
-294
102
$244K 0.25%
3,232
-129
103
$241K 0.25%
777
+3
104
$240K 0.24%
9,589
+1,979
105
$238K 0.24%
+2,077
106
$215K 0.22%
3,723
-129
107
$204K 0.21%
6,645
108
$203K 0.21%
1,897
-221
109
$203K 0.21%
4,000
110
$199K 0.2%
6,995
111
$197K 0.2%
6,019
+312
112
$197K 0.2%
3,111
-129
113
$196K 0.2%
2,410
+27
114
$192K 0.2%
2,051
-111
115
$180K 0.18%
4,336
-5,270
116
$161K 0.16%
570
-27
117
$160K 0.16%
1,340
-10
118
$156K 0.16%
4,596
-783
119
$149K 0.15%
1,967
-69
120
$146K 0.15%
2,879
+7
121
$144K 0.15%
1,451
+22
122
$141K 0.14%
2,403
-120
123
$141K 0.14%
666
124
$137K 0.14%
579
-19
125
$131K 0.13%
2,183
-341
3 4
5
6 7