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
$126M
AUM Growth
-$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$977K
3
+$972K
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$938K
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$842K

Top Sells

1
+$1.06M
2
+$915K
3
+$598K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$498K
5
FALN icon
iShares Fallen Angels USD Bond ETF
FALN
+$497K

Sector Composition

1 Technology 4.59%
2 Healthcare 4.34%
3 Financials 4.11%
4 Industrials 3.43%
5 Consumer Staples 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$44K 0.03%
878
-60
177
$44K 0.03%
348
178
$44K 0.03%
598
-290
179
$44K 0.03%
898
-230
180
$43K 0.03%
675
-21
181
$43K 0.03%
2,067
182
$43K 0.03%
489
+7
183
$42K 0.03%
1,700
-420
184
$42K 0.03%
440
-80
185
$42K 0.03%
1,042
-157
186
$42K 0.03%
1,104
187
$41K 0.03%
845
+7
188
$41K 0.03%
288
189
$41K 0.03%
1,079
+8
190
$39K 0.03%
410
-425
191
$38K 0.03%
841
-460
192
$38K 0.03%
1,354
+242
193
$37K 0.03%
166
+1
194
$37K 0.03%
513
195
$36K 0.03%
405
+1
196
$35K 0.03%
387
197
$35K 0.03%
462
198
$35K 0.03%
807
+7
199
$34K 0.03%
236
-45
200
$34K 0.03%
1,362
-188
6 7
8
9 10