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
$85.8M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.98M
3
+$1.97M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
BXP icon
Boston Properties
BXP
+$1.19M

Top Sells

1
+$2.36M
2
+$2.3M
3
+$1.24M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$918K
5
SFM icon
Sprouts Farmers Market
SFM
+$874K

Sector Composition

1 Technology 10.13%
2 Healthcare 9.46%
3 Industrials 8.07%
4 Consumer Discretionary 5.02%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$258K 0.3%
3,979
-159
102
$248K 0.29%
1,813
-24
103
$242K 0.28%
1,997
-82
104
$231K 0.27%
3,005
+33
105
$227K 0.26%
+2,113
106
$223K 0.26%
7,747
-6
107
$222K 0.26%
+6,995
108
$215K 0.25%
+621
109
$211K 0.25%
3,609
+29
110
$210K 0.25%
4,183
-206
111
$82.5K 0.1%
15,574
112
– –
-8,931
113
– –
-25,258
114
– –
-10,912
115
– –
-4,000
116
– –
-6,645
117
– –
-1,067
118
– –
-84,670
119
– –
-2,219
120
– –
-18,410
121
– –
-6,945
122
– –
-26,106
123
– –
-11,897
124
– –
-7,252
125
– –
-12,962
2 3 4
5
6