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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$977K
3 +$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$842K

Top Sells

1 +$1.06M
2 +$915K
3 +$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$90K 0.07%
2,415
127
$87K 0.07%
1,180
-161
128
$85K 0.07%
1,037
+216
129
$84K 0.07%
982
-68
130
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1,829
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132
$80K 0.06%
3,500
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134
$78K 0.06%
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135
$76K 0.06%
1,525
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136
$75K 0.06%
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137
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282
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138
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1,488
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$73K 0.06%
2,306
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140
$71K 0.06%
909
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141
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850
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2,083
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146
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446
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147
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4,309
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148
$66K 0.05%
1,638
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149
$65K 0.05%
4,100
150
$65K 0.05%
509