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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$1.86M
3
+$1.6M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.49M
5
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$702K

Top Sells

1
+$2.33M
2
+$1.76M
3
+$765K
4
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
+$691K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$552K

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$107K 0.07%
2,233
-71
152
$104K 0.06%
1,450
+335
153
$101K 0.06%
1,979
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154
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1,336
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155
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533
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156
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218
157
$96K 0.06%
1,570
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158
$94K 0.06%
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160
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545
161
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258
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162
$92K 0.06%
5,142
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163
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820
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164
$91K 0.06%
1,296
+1
165
$89K 0.05%
880
166
$88K 0.05%
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167
$88K 0.05%
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168
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169
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170
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455
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171
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954
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172
$84K 0.05%
580
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173
$84K 0.05%
1,508
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174
$84K 0.05%
2,045
-3,177
175
$83K 0.05%
1,421
+2
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7
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