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
$130M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$1.34M
3 +$1.23M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$962K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$861K

Sector Composition

1 Technology 4.26%
2 Consumer Staples 2.74%
3 Financials 2.47%
4 Healthcare 2.15%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.9M 9.19%
515,570
+70,141
2
$11.2M 8.62%
470,532
+56,334
3
$9.84M 7.58%
269,922
+33,632
4
$9.64M 7.43%
142,866
-1,772
5
$6.81M 5.25%
195,799
+24,751
6
$4.68M 3.61%
207,021
+22,089
7
$4.06M 3.13%
150,637
+18,866
8
$3.66M 2.82%
77,579
+6,929
9
$3M 2.31%
125,538
+13,050
10
$2.98M 2.3%
145,162
+16,690
11
$2.81M 2.16%
29,332
+10,048
12
$2.68M 2.07%
14,969
+980
13
$2.62M 2.02%
100,540
+8,340
14
$2.16M 1.67%
43,726
+3,816
15
$2.01M 1.55%
4,681
-169
16
$1.99M 1.53%
18,457
+6,517
17
$1.83M 1.41%
3,463
-120
18
$1.81M 1.39%
64,161
-19,335
19
$1.72M 1.33%
17,947
+1,826
20
$1.59M 1.22%
10,764
-345
21
$1.57M 1.21%
42,142
+4,520
22
$1.51M 1.17%
11,990
+120
23
$1.37M 1.06%
6,966
+597
24
$1.33M 1.02%
57,393
+1,698
25
$1.31M 1.01%
5,601
-346