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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.03%
456
+4
227
$50K 0.03%
3,749
+144
228
$49K 0.03%
2,068
+400
229
$49K 0.03%
1,712
+6
230
$49K 0.03%
360
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231
$48K 0.03%
+1,420
232
$47K 0.03%
915
+112
233
$47K 0.03%
127
234
$47K 0.03%
800
235
$45K 0.03%
880
236
$45K 0.03%
483
+2
237
$44K 0.03%
118
238
$44K 0.03%
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239
$44K 0.03%
+194
240
$44K 0.03%
203
241
$43K 0.03%
192
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242
$42K 0.03%
+2,010
243
$41K 0.03%
581
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244
$41K 0.03%
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245
$41K 0.03%
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246
$41K 0.03%
697
247
$40K 0.03%
167
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248
$40K 0.03%
446
+5
249
$40K 0.03%
427
250
$39K 0.03%
674
8 9
10
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