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
276
$32K 0.02%
350
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$32K 0.02%
142
+33
278
$31K 0.02%
222
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279
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$31K 0.02%
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282
$31K 0.02%
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283
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284
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$30K 0.02%
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$29K 0.02%
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287
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288
$29K 0.02%
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289
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290
$29K 0.02%
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291
$28K 0.02%
598
292
$28K 0.02%
532
293
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500
294
$27K 0.02%
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295
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296
$27K 0.02%
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$26K 0.02%
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300
$26K 0.02%
517
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