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
$98.4M
AUM Growth
-$269K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$2.3M
3
+$2.28M
4
CTLT
CATALENT, INC.
CTLT
+$853K
5
LLY icon
Eli Lilly
LLY
+$791K

Top Sells

1
+$2.24M
2
+$2.24M
3
+$876K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$868K
5
WMT icon
Walmart
WMT
+$805K

Sector Composition

1 Technology 10.71%
2 Industrials 9.35%
3 Healthcare 7.77%
4 Consumer Staples 7.08%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$131K 0.13%
4,100
127
$124K 0.13%
1,929
+12
128
$123K 0.12%
492
+1
129
$121K 0.12%
928
-64
130
$115K 0.12%
818
+4
131
$114K 0.12%
1,624
132
$114K 0.12%
2,661
-35
133
$108K 0.11%
3,356
+65
134
$107K 0.11%
4,886
-22
135
$107K 0.11%
2,317
+10
136
$105K 0.11%
2,518
-607
137
$104K 0.11%
396
+97
138
$103K 0.1%
1,994
+4
139
$102K 0.1%
2,887
-70
140
$102K 0.1%
1,037
-20
141
$102K 0.1%
4,317
-1,092
142
$97.3K 0.1%
1,125
-1,937
143
$96.6K 0.1%
2,185
-140
144
$95.5K 0.1%
216
-9
145
$95K 0.1%
198
+2
146
$94.1K 0.1%
1,559
+12
147
$93K 0.09%
1,556
-239
148
$92.5K 0.09%
1,580
+1
149
$92.1K 0.09%
3,545
-774
150
$91.1K 0.09%
1,050
4 5
6
7 8