CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.23M
2
+$4.04M
3
+$3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.89M
5
MBB icon
iShares MBS ETF
MBB
+$1.63M

Top Sells

1
+$1.98M
2
+$1.97M
3
+$1.96M
4
GLD icon
SPDR Gold Trust
GLD
+$1.83M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.87%
3 Industrials 5.54%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$218K 0.22%
3,007
-729
102
$204K 0.21%
7,337
-410
103
$202K 0.21%
+4,663
104
$78K 0.08%
15,574
105
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-8,445
106
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-10,740
107
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-14,358
108
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-621
109
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-17,950
110
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-13,167
111
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-5,918
112
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-10,018
113
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-5,224
114
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-9,939
115
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-3,005
116
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-13,683
117
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-11,869
118
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-3,834
119
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120
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121
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-11,807
122
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-3,134
123
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-1,320
124
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-14,710
125
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-21,294
2 3 4
5
6