CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$156M
1-Year Est. Return
11.36%
1 Year Est. Return
+11.36%
AUM
$144M
AUM Growth
+$9.7M
(+7.2%)
Holding
106
Top Buys
| 1 | +$977K | |
| 2 | +$918K | |
| 3 | +$846K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$758K |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$705K |
Top Sells
| 1 | +$3.21M | |
| 2 | +$746K | |
| 3 | +$530K | |
| 4 |
Merck
MRK
|
+$318K |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$253K |
Sector Composition
| 1 | Financials | 4.68% |
| 2 | Technology | 4.3% |
| 3 | Industrials | 2.19% |
| 4 | Consumer Staples | 2.13% |
| 5 | Energy | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Willamette Valley Vineyards
WVVI
$18.4M
| $86K | 0.06% |
15,574
|
|
||
102
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
| – | – |
-13,537
|
|
||
103
General Mills
GIS
$25.3B
| – | – |
-3,684
|
|
||
|
104
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.71B
| – | – |
-6,984
|
|
||
105
iShares Core S&P Small-Cap ETF
IJR
$87.3B
| – | – |
-2,109
|
|
||
|
106
Merck
MRK
$219B
| – | – |
-3,540
|
|