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
$162M
AUM Growth
+$7.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.73%
2 Financials 4.31%
3 Healthcare 3.55%
4 Consumer Staples 3.42%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.2M 7.51%
457,352
+20,535
2
$10.6M 6.57%
108,095
-4,808
3
$8.92M 5.51%
177,167
+1,443
4
$8.72M 5.38%
340,670
+55,288
5
$5.13M 3.17%
99,153
+16,161
6
$3.97M 2.45%
157,934
-9,718
7
$3.85M 2.38%
91,517
+3,340
8
$3.47M 2.15%
32,386
-911
9
$2.94M 1.82%
+54,981
10
$2.92M 1.8%
27,816
+472
11
$2.77M 1.71%
90,352
-25,184
12
$2.72M 1.68%
10,033
-182
13
$2.68M 1.66%
24,792
+917
14
$2.58M 1.59%
99,068
+12,216
15
$2.28M 1.41%
76,047
+17,616
16
$2.19M 1.35%
+63,337
17
$2.16M 1.34%
15,794
+207
18
$2.09M 1.29%
+26,972
19
$1.72M 1.06%
55,095
+1,452
20
$1.71M 1.05%
28,025
+3,254
21
$1.67M 1.03%
36,160
+7,369
22
$1.54M 0.95%
21,885
-11,275
23
$1.41M 0.87%
26,233
+4,488
24
$1.37M 0.84%
13,048
+57
25
$1.35M 0.84%
51,462
+38,756