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
276
$16.2K 0.01%
662
+62
277
$16.1K 0.01%
200
278
$15.9K 0.01%
223
-26
279
$15.6K 0.01%
150
280
$15.5K 0.01%
313
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$15.4K 0.01%
131
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$15.3K 0.01%
329
+3
283
$15.2K 0.01%
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-107
284
$15.1K 0.01%
111
+10
285
$15K 0.01%
325
286
$14.9K 0.01%
483
+2
287
$14.8K 0.01%
6
288
$14.8K 0.01%
92
289
$14.6K 0.01%
291
290
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190
+1
291
$14.4K 0.01%
50
292
$14.3K 0.01%
102
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293
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294
$13.8K 0.01%
292
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$13.6K 0.01%
250
296
$13.5K 0.01%
108
297
$13.1K 0.01%
2,276
+51
298
$12.7K 0.01%
444
+7
299
$12.4K 0.01%
100
300
$12.4K 0.01%
920
10 11
12
13 14