CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.92M
3
+$3.66M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.4M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Sector Composition

1 Technology 4.92%
2 Healthcare 4.13%
3 Financials 4.11%
4 Industrials 3.15%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.02%
602
252
$29K 0.02%
612
253
$29K 0.02%
852
254
$28K 0.02%
280
-256
255
$28K 0.02%
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256
$28K 0.02%
404
257
$28K 0.02%
727
+602
258
$27K 0.02%
330
259
$26K 0.02%
160
-29
260
$26K 0.02%
452
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261
$26K 0.02%
3,687
+76
262
$26K 0.02%
260
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263
$26K 0.02%
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264
$26K 0.02%
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265
$26K 0.02%
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266
$26K 0.02%
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267
$25K 0.02%
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268
$25K 0.02%
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$25K 0.02%
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274
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522
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275
$24K 0.02%
340
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