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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$143K 0.09%
1,307
-146
127
$143K 0.09%
+4,008
128
$142K 0.09%
1,267
-2,067
129
$140K 0.09%
2,506
+56
130
$138K 0.08%
2,070
-200
131
$136K 0.08%
1,624
132
$135K 0.08%
15,574
-100
133
$132K 0.08%
1,257
-116
134
$132K 0.08%
2,203
+292
135
$131K 0.08%
1,011
+7
136
$131K 0.08%
2,225
+843
137
$126K 0.08%
265
+13
138
$120K 0.07%
794
+3
139
$119K 0.07%
4,100
140
$115K 0.07%
2,748
+69
141
$113K 0.07%
2,111
-220
142
$113K 0.07%
1,794
-150
143
$113K 0.07%
224
144
$112K 0.07%
2,814
+77
145
$112K 0.07%
577
+113
146
$112K 0.07%
405
+19
147
$110K 0.07%
1,608
-691
148
$108K 0.07%
949
+5
149
$108K 0.07%
1,271
+8
150
$108K 0.07%
466
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4 5
6
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