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
$129M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.7M
3
+$1.78M
4
BND icon
Vanguard Total Bond Market
BND
+$1.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

1
+$4.48M
2
+$3.54M
3
+$3.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.68M

Sector Composition

1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.02%
44
227
$23.9K 0.02%
960
-740
228
$23.8K 0.02%
139
229
$23.6K 0.02%
498
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230
$23.4K 0.02%
280
231
$23.4K 0.02%
931
232
$22.6K 0.02%
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-500
233
$22.5K 0.02%
294
+1
234
$22.1K 0.02%
310
-59
235
$21.9K 0.02%
614
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236
$21.8K 0.02%
3,985
+108
237
$21.7K 0.02%
440
-60
238
$21.6K 0.02%
466
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239
$21.4K 0.02%
274
240
$20.8K 0.02%
126
241
$20.8K 0.02%
67
242
$20.6K 0.02%
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243
$20.5K 0.02%
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244
$20.4K 0.02%
483
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245
$20.2K 0.02%
280
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246
$19.9K 0.02%
660
-3,501
247
$19.9K 0.02%
107
248
$19.8K 0.02%
111
249
$19.8K 0.02%
+502
250
$19.7K 0.02%
420
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10
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