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
$85.8M
AUM Growth
+$5.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$1.98M
3 +$1.97M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
BXP icon
Boston Properties
BXP
+$1.19M

Top Sells

1 +$2.36M
2 +$2.3M
3 +$1.24M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$918K
5
SFM icon
Sprouts Farmers Market
SFM
+$874K

Sector Composition

1 Technology 10.13%
2 Healthcare 9.46%
3 Industrials 8.07%
4 Consumer Discretionary 5.02%
5 Consumer Staples 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$6.29M 7.33%
112,508
+5,762
2
$3.6M 4.2%
141,957
+2,421
3
$2.57M 3%
13,467
-644
4
$2.41M 2.81%
+24,314
5
$2.11M 2.46%
5,605
+9
6
$1.98M 2.31%
+73,137
7
$1.97M 2.3%
+37,889
8
$1.96M 2.29%
+114,416
9
$1.84M 2.14%
78,830
+4,558
10
$1.77M 2.06%
4,049
-5
11
$1.73M 2.01%
11,566
-162
12
$1.51M 1.76%
14,377
-3,025
13
$1.37M 1.6%
3,024
+20
14
$1.35M 1.57%
9,176
+553
15
$1.33M 1.55%
28,932
+731
16
$1.26M 1.47%
6,567
+443
17
$1.19M 1.39%
+17,015
18
$1.17M 1.37%
13,517
-77
19
$1.12M 1.31%
4,254
-81
20
$1.11M 1.29%
14,516
-301
21
$1.1M 1.28%
11,693
+812
22
$1.09M 1.27%
+11,869
23
$1.06M 1.24%
11,807
-73
24
$1.01M 1.18%
9,060
+16
25
$1M 1.17%
11,814
+18