CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,237
102
– –
-5,142
103
– –
-363
104
– –
-8,131
1 2 3 4
5