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
1
$14.3M 11.33%
645,351
+63,057
2
$14M 11.11%
333,802
+20,048
3
$9.66M 7.66%
121,693
+3,780
4
$7.87M 6.23%
345,577
+41,202
5
$6.31M 5%
278,434
+6,150
6
$4.13M 3.27%
92,756
-2,378
7
$3.53M 2.8%
91,612
-12,936
8
$3.18M 2.52%
43,813
+13,400
9
$2.67M 2.12%
103,186
-35,328
10
$2.26M 1.79%
107,880
+6,314
11
$2.09M 1.66%
14,541
+219
12
$1.83M 1.45%
76,681
-20,800
13
$1.81M 1.44%
7,778
14
$1.72M 1.36%
18,726
-510
15
$1.54M 1.22%
23,252
+5,133
16
$1.28M 1.02%
9,293
+84
17
$1.25M 0.99%
42,718
+297
18
$1.22M 0.96%
13,933
+11,199
19
$1.17M 0.93%
38,674
+1,026
20
$1.11M 0.88%
11,490
+153
21
$1.09M 0.86%
30,439
-2,300
22
$1.07M 0.85%
11,697
-2,525
23
$910K 0.72%
5,567
+123
24
$889K 0.7%
6,623
+204
25
$850K 0.67%
8,135
+115