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
$132M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Sells

1 +$660K
2 +$327K
3 +$323K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$284K
5
HSY icon
Hershey
HSY
+$225K

Sector Composition

1 Technology 4.41%
2 Financials 3.03%
3 Consumer Staples 2.46%
4 Industrials 2.09%
5 Healthcare 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.1M 9.18%
544,175
+28,605
2
$11.1M 8.43%
488,707
+18,175
3
$9.6M 7.3%
272,364
+2,442
4
$9.19M 6.99%
133,299
-9,567
5
$7.38M 5.61%
198,457
+2,658
6
$4.89M 3.72%
210,878
+3,857
7
$3.97M 3.02%
87,844
+10,265
8
$3.87M 2.94%
156,932
+6,295
9
$3.04M 2.31%
128,587
+3,049
10
$2.83M 2.16%
27,921
-1,411
11
$2.81M 2.14%
100,970
+430
12
$2.8M 2.13%
151,185
+6,023
13
$2.72M 2.07%
15,261
+292
14
$2.26M 1.72%
44,127
+401
15
$1.96M 1.49%
4,644
-37
16
$1.78M 1.35%
3,305
-158
17
$1.73M 1.32%
17,890
-567
18
$1.73M 1.32%
18,881
+934
19
$1.7M 1.29%
32,389
+16,150
20
$1.65M 1.26%
+32,590
21
$1.56M 1.18%
12,072
+82
22
$1.55M 1.18%
10,719
-45
23
$1.47M 1.12%
44,345
+2,203
24
$1.43M 1.09%
52,321
-11,840
25
$1.4M 1.06%
5,579
-22