CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$5.23M
(+3.5%)
Cap. Flow
+$1.61M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29
Top Buys
| 1 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$7.27M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$4.23M |
| 3 |
Schwab 5-10 Year Corporate Bond ETF
SCHI
|
+$3.36M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$3.35M |
| 5 |
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
|
+$2.19M |
Top Sells
Sector Composition
| 1 | Technology | 5.38% |
| 2 | Financials | 4.05% |
| 3 | Healthcare | 3.55% |
| 4 | Consumer Staples | 3.4% |
| 5 | Industrials | 3.01% |
