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
251
$19.7K 0.02%
629
-176
252
$19.6K 0.02%
3,017
253
$19.5K 0.02%
386
-108
254
$19.5K 0.02%
315
255
$19.5K 0.02%
630
+1
256
$19.2K 0.01%
113
257
$19K 0.01%
486
+3
258
$18.9K 0.01%
274
259
$18.7K 0.01%
137
-99
260
$18.6K 0.01%
3,437
+58
261
$18.5K 0.01%
131
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262
$18.3K 0.01%
210
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263
$18.1K 0.01%
1,481
264
$18K 0.01%
875
265
$18K 0.01%
+1,066
266
$17.7K 0.01%
224
267
$17.3K 0.01%
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$17.2K 0.01%
113
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270
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$17K 0.01%
380
272
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276
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273
$16.6K 0.01%
673
+30
274
$16.6K 0.01%
680
-682
275
$16.4K 0.01%
165
-178
9 10
11
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