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
201
$33K 0.03%
317
-180
202
$33K 0.03%
600
203
$33K 0.03%
535
204
$32K 0.03%
852
205
$31K 0.02%
451
206
$31K 0.02%
1,421
207
$30K 0.02%
805
-30
208
$30K 0.02%
226
+1
209
$30K 0.02%
1,386
210
$30K 0.02%
1,365
+114
211
$30K 0.02%
199
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212
$29K 0.02%
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213
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421
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214
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244
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215
$29K 0.02%
343
216
$29K 0.02%
608
217
$28K 0.02%
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218
$27K 0.02%
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219
$27K 0.02%
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220
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535
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222
$26K 0.02%
388
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223
$26K 0.02%
403
224
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863
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225
$26K 0.02%
130
-134
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