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
176
$69.6K 0.07%
410
-28
177
$69.4K 0.07%
323
+1
178
$67K 0.07%
670
179
$66.7K 0.07%
1,891
+32
180
$65.5K 0.07%
915
+11
181
$64.8K 0.07%
759
+3
182
$61.5K 0.06%
670
183
$61.3K 0.06%
608
-36
184
$59.3K 0.06%
1,653
-780
185
$58.9K 0.06%
383
+7
186
$58.6K 0.06%
382
+1
187
$57.4K 0.06%
1,100
+5
188
$57.4K 0.06%
877
-115
189
$57.3K 0.06%
1,299
190
$57.3K 0.06%
658
-36
191
$57.3K 0.06%
1,264
-129
192
$56.1K 0.06%
804
+3
193
$53.3K 0.05%
1,116
194
$52.8K 0.05%
119
195
$52.6K 0.05%
351
+1
196
$51.6K 0.05%
1,931
+20
197
$51.3K 0.05%
424
-1
198
$47.3K 0.05%
1,413
+4
199
$45.6K 0.05%
467
-45
200
$45.4K 0.05%
535
6 7
8
9 10