CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$2.38M
3
+$907K
4
RPM icon
RPM International
RPM
+$878K
5
AMN icon
AMN Healthcare
AMN
+$847K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.56M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$994K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2
127
– –
-31
128
– –
-490
129
– –
-10
130
– –
-412
131
– –
-42
132
– –
-2,661
133
– –
-50
134
– –
-638
135
– –
-813
136
– –
-920
137
– –
-1,116
138
– –
-1
139
– –
-491
140
– –
-20
141
– –
-30
142
– –
-215
143
– –
-4,820
144
– –
-100
145
– –
-200
146
– –
-3,501
147
– –
-1,754
148
– –
-24
149
– –
-65
150
– –
-100
4 5
6
7 8