CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
+7.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.28%
Holding
595
New
593
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.32% |
| 2 | Consumer Staples | 3.62% |
| 3 | Financials | 3.45% |
| 4 | Healthcare | 3.4% |
| 5 | Industrials | 2.78% |
