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
$81K 0.06%
1,829
-1,034
131
$80K 0.06%
2,075
-20
132
$80K 0.06%
3,500
-1,380
133
$79K 0.06%
1,283
-296
134
$78K 0.06%
929
-108
135
$76K 0.06%
1,525
+11
136
$75K 0.06%
1,819
137
$75K 0.06%
282
+90
138
$73K 0.06%
1,488
-1,159
139
$73K 0.06%
2,306
+30
140
$71K 0.06%
909
-37
141
$71K 0.06%
850
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142
$70K 0.06%
2,083
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143
$69K 0.05%
648
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144
$69K 0.05%
2,412
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145
$68K 0.05%
321
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146
$68K 0.05%
446
+3
147
$68K 0.05%
4,309
+80
148
$66K 0.05%
1,638
+25
149
$65K 0.05%
4,100
150
$65K 0.05%
509
4 5
6
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