CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$9.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$849K
3
+$839K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$704K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$680K

Top Sells

1
+$2.97M
2
+$746K
3
+$523K
4
MRK icon
Merck
MRK
+$318K
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$253K

Sector Composition

1 Financials 4.68%
2 Technology 4.3%
3 Industrials 2.19%
4 Consumer Staples 2.13%
5 Energy 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.4M 8.61%
549,551
+16,824
2
$11.1M 7.76%
479,299
-6,395
3
$10.5M 7.33%
266,355
+6,127
4
$8.07M 5.62%
198,550
+13,585
5
$5.9M 4.11%
116,240
-1,258
6
$5.87M 4.09%
80,769
-44,184
7
$4.94M 3.44%
201,943
+1,507
8
$4.43M 3.09%
163,261
+1,514
9
$3.34M 2.33%
151,031
-4,436
10
$3.21M 2.24%
22,647
+1,089
11
$3.19M 2.23%
130,166
+1,637
12
$3M 2.09%
16,402
+587
13
$2.81M 1.95%
96,044
+1,508
14
$2.57M 1.79%
55,610
-11,467
15
$2.54M 1.77%
23,109
-2,022
16
$2.3M 1.61%
42,318
-345
17
$2.29M 1.6%
36,127
+11,111
18
$2.28M 1.59%
4,593
-3
19
$1.89M 1.32%
40,944
+21,166
20
$1.83M 1.28%
9,368
+501
21
$1.81M 1.26%
3,188
-12
22
$1.77M 1.24%
44,348
-935
23
$1.65M 1.15%
12,186
+71
24
$1.52M 1.06%
25,352
+12,621
25
$1.51M 1.05%
10,561
-21
1
2 3 4 5