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
201
$43.3K 0.04%
248
+11
202
$42.1K 0.04%
296
+1
203
$41.9K 0.04%
1,246
+7
204
$41.6K 0.04%
958
+920
205
$40.5K 0.04%
1,538
+19
206
$40.5K 0.04%
921
207
$40K 0.04%
475
-117
208
$39.7K 0.04%
288
-7
209
$39.6K 0.04%
441
-194
210
$38.3K 0.04%
1,721
211
$37.5K 0.04%
397
+3
212
$37.2K 0.04%
602
+1
213
$36.6K 0.04%
452
+1
214
$36.3K 0.04%
412
+3
215
$36.1K 0.04%
969
+10
216
$35.4K 0.04%
1,268
+8
217
$34.5K 0.04%
1,430
218
$33.6K 0.03%
462
219
$33.5K 0.03%
681
+4
220
$33.2K 0.03%
310
221
$32.3K 0.03%
813
+3
222
$32.3K 0.03%
132
223
$32.2K 0.03%
302
224
$31.5K 0.03%
80
225
$31.1K 0.03%
216
-1,058
7 8
9
10 11