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
1
$5.43M 5.52%
104,297
-6,208
2
$3.05M 3.1%
125,913
-23,007
3
$2.69M 2.73%
27,556
-8,906
4
$2.63M 2.68%
89,442
-2,391
5
$2.37M 2.4%
13,267
-229
6
$2.31M 2.35%
+23,582
7
$2.3M 2.34%
+22,375
8
$2.28M 2.32%
+23,629
9
$1.99M 2.02%
5,839
-109
10
$1.9M 1.93%
12,094
-39
11
$1.72M 1.75%
74,540
+3,116
12
$1.68M 1.71%
4,129
-53
13
$1.43M 1.46%
7,394
+5
14
$1.35M 1.37%
2,931
+80
15
$1.31M 1.33%
28,796
-1,660
16
$1.22M 1.23%
9,010
+5,644
17
$1.21M 1.23%
2,898
+280
18
$1.1M 1.12%
11,546
-520
19
$1.07M 1.09%
12,431
+1,535
20
$1.07M 1.09%
46,733
+9,639
21
$1.03M 1.04%
13,375
+8,367
22
$1.01M 1.02%
4,064
+170
23
$990K 1.01%
10,617
-1,490
24
$978K 0.99%
13,598
+820
25
$942K 0.96%
12,029
-79