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
151
$89.4K 0.09%
1,273
-109
152
$89K 0.09%
958
+10
153
$88.8K 0.09%
15,574
154
$88.3K 0.09%
3,738
-110
155
$87K 0.09%
303
+20
156
$86.2K 0.09%
883
+4
157
$83.8K 0.09%
927
-70
158
$82K 0.08%
509
159
$81.8K 0.08%
1,992
+12
160
$81.7K 0.08%
1,419
-68
161
$81.4K 0.08%
5,105
-8,971
162
$78.8K 0.08%
454
+3
163
$78K 0.08%
665
+6
164
$77.4K 0.08%
309
+1
165
$76.6K 0.08%
616
166
$74K 0.08%
1,818
-78
167
$73.4K 0.07%
1,780
168
$73K 0.07%
4,828
+140
169
$72.1K 0.07%
1,846
-168
170
$71.3K 0.07%
207
171
$71.1K 0.07%
745
+1
172
$71K 0.07%
878
-40
173
$70.4K 0.07%
1,693
+61
174
$70.3K 0.07%
1,335
+30
175
$69.9K 0.07%
942
+2
5 6
7
8 9