CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$2.39M
3
+$921K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$592K
5
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$539K

Top Sells

1
+$957K
2
+$835K
3
+$710K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$549K
5
CGGR icon
Capital Group Growth ETF
CGGR
+$462K

Sector Composition

1 Financials 4.63%
2 Technology 3.82%
3 Consumer Staples 2.43%
4 Industrials 2.2%
5 Healthcare 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 8.94%
532,727
-11,448
2
$11.2M 8.4%
485,694
-3,013
3
$9.27M 6.93%
260,228
-12,136
4
$8.22M 6.14%
124,953
-8,346
5
$6.34M 4.73%
184,965
-13,492
6
$5.96M 4.45%
117,498
+84,908
7
$4.43M 3.31%
200,436
-10,442
8
$3.96M 2.96%
161,747
+4,815
9
$3.09M 2.31%
67,077
-20,767
10
$3.08M 2.3%
155,467
+4,282
11
$3.03M 2.27%
128,529
-58
12
$2.95M 2.21%
21,558
+17,418
13
$2.7M 2.02%
15,815
+554
14
$2.37M 1.77%
94,536
-6,434
15
$2.33M 1.74%
25,131
-2,790
16
$2.08M 1.55%
42,663
-1,464
17
$1.77M 1.32%
10,582
-137
18
$1.73M 1.29%
4,596
-48
19
$1.69M 1.26%
8,867
+1,742
20
$1.64M 1.23%
3,200
-105
21
$1.64M 1.22%
45,283
+938
22
$1.48M 1.1%
12,115
+43
23
$1.47M 1.1%
25,016
-7,373
24
$1.46M 1.09%
15,618
-3,263
25
$1.37M 1.02%
56,333
-174
1
2 3 4 5