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
$164M
AUM Growth
+$6.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.37%
2 Financials 4.24%
3 Healthcare 4.07%
4 Consumer Staples 3.42%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.2M 7.46%
113,437
+2,784
2
$11.9M 7.28%
213,979
+33,357
3
$7.63M 4.65%
285,918
-1,856
4
$5.4M 3.29%
107,150
+5,528
5
$5.37M 3.27%
48,649
+4,177
6
$4.77M 2.91%
159,201
-2,012
7
$4.7M 2.87%
149,566
+85,968
8
$4.65M 2.83%
87,830
+30,312
9
$4.53M 2.76%
179,084
-69,678
10
$3.42M 2.08%
42,211
+18,403
11
$3.24M 1.98%
9,644
-741
12
$2.9M 1.77%
115,424
-27,556
13
$2.58M 1.57%
14,535
-542
14
$2.57M 1.57%
100,336
+3,688
15
$2.5M 1.52%
22,792
-3,827
16
$2.28M 1.39%
33,268
+2,498
17
$2.28M 1.39%
21,183
-21,694
18
$1.96M 1.19%
53,117
-12,590
19
$1.8M 1.1%
69,451
-9,067
20
$1.8M 1.1%
15,671
-3,833
21
$1.71M 1.04%
14,549
+840
22
$1.56M 0.95%
2,749
-539
23
$1.55M 0.95%
11,033
+4,888
24
$1.47M 0.89%
32,993
+1,094
25
$1.42M 0.87%
25,621
+666