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

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
176
$83K 0.05%
1,104
+9
177
$82K 0.05%
240
-15
178
$82K 0.05%
619
+3
179
$82K 0.05%
336
180
$81K 0.05%
2,406
+17
181
$80K 0.05%
+5,320
182
$80K 0.05%
1,318
-94
183
$80K 0.05%
665
-1
184
$80K 0.05%
509
185
$79K 0.05%
140
-133
186
$79K 0.05%
318
-200
187
$78K 0.05%
819
+4
188
$77K 0.05%
116
189
$77K 0.05%
1,505
-180
190
$76K 0.05%
1,599
-44
191
$74K 0.05%
854
+10
192
$74K 0.05%
1,321
-1,653
193
$73K 0.04%
1,263
+15
194
$71K 0.04%
+2,746
195
$71K 0.04%
1,364
-1,722
196
$71K 0.04%
212
-195
197
$71K 0.04%
821
-200
198
$70K 0.04%
313
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199
$70K 0.04%
650
200
$70K 0.04%
1,380
+500