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
251
$39K 0.03%
506
+402
252
$39K 0.03%
373
253
$38K 0.02%
1,190
+270
254
$38K 0.02%
324
255
$38K 0.02%
451
256
$38K 0.02%
1,111
+150
257
$37K 0.02%
975
+4
258
$37K 0.02%
645
-354
259
$37K 0.02%
373
+1
260
$37K 0.02%
305
+50
261
$37K 0.02%
900
262
$36K 0.02%
170
-88
263
$36K 0.02%
1,107
264
$36K 0.02%
1,050
265
$35K 0.02%
921
266
$35K 0.02%
396
+1
267
$33K 0.02%
1,363
+209
268
$33K 0.02%
365
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269
$33K 0.02%
1,360
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270
$33K 0.02%
680
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271
$33K 0.02%
88
272
$33K 0.02%
251
273
$32K 0.02%
1,128
+237
274
$32K 0.02%
148
275
$32K 0.02%
1,976
+415
9 10
11
12 13