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
$98M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$4.04M
3
+$3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.89M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M

Top Sells

1
+$1.98M
2
+$1.97M
3
+$1.96M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.87%
3 Industrials 5.54%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 16.96%
270,140
+157,632
2
$5.36M 5.47%
117,643
+88,711
3
$4.81M 4.91%
209,120
+130,290
4
$4.11M 4.2%
153,069
+11,112
5
$2.71M 2.77%
29,322
+17,629
6
$2.65M 2.71%
48,740
+29,631
7
$2.54M 2.59%
26,833
+19,972
8
$2.46M 2.51%
14,943
+5,767
9
$2.25M 2.3%
5,356
-249
10
$1.81M 1.85%
35,761
+18,204
11
$1.79M 1.83%
15,595
+1,218
12
$1.79M 1.83%
11,342
-224
13
$1.74M 1.78%
16,776
+10,387
14
$1.72M 1.76%
3,588
-461
15
$1.71M 1.74%
+9,148
16
$1.4M 1.43%
+31,625
17
$1.36M 1.39%
10,092
+6,237
18
$1.24M 1.27%
12,701
-11,613
19
$1.17M 1.19%
22,652
+14,137
20
$1.03M 1.05%
6,026
-541
21
$955K 0.97%
10,247
-1,567
22
$947K 0.97%
15,734
+4,844
23
$936K 0.96%
+31,437
24
$925K 0.94%
+9,719
25
$899K 0.92%
4,543
-149
1
2 3 4 5