CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$85.8M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$1.98M
3
+$1.97M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
BXP icon
Boston Properties
BXP
+$1.19M

Top Sells

1
+$2.36M
2
+$2.3M
3
+$1.24M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$918K
5
SFM icon
Sprouts Farmers Market
SFM
+$874K

Sector Composition

1 Technology 10.13%
2 Healthcare 9.46%
3 Industrials 8.07%
4 Consumer Discretionary 5.02%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-25,258
127
– –
-10,912
128
– –
-4,000
129
– –
-6,645
130
– –
-1,067
131
– –
-84,670
132
– –
-2,219
133
– –
-18,410
134
– –
-6,945
135
– –
-7,215
136
– –
-18,074
137
– –
-3,559
138
– –
-1,768
139
– –
-3,451
2 3 4 5
6