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
301
$26K 0.02%
1,085
+200
302
$26K 0.02%
781
303
$26K 0.02%
+608
304
$25K 0.02%
+1,170
305
$25K 0.02%
916
+3
306
$25K 0.02%
1,111
307
$25K 0.02%
+174
308
$25K 0.02%
422
309
$25K 0.02%
325
-412
310
$25K 0.02%
426
311
$25K 0.02%
207
312
$23K 0.01%
910
313
$23K 0.01%
380
+180
314
$22K 0.01%
157
+25
315
$22K 0.01%
608
+17
316
$22K 0.01%
436
+6
317
$22K 0.01%
285
+2
318
$22K 0.01%
100
319
$22K 0.01%
618
320
$21K 0.01%
401
321
$21K 0.01%
797
+1
322
$21K 0.01%
3,143
+68
323
$20K 0.01%
226
+30
324
$20K 0.01%
612
325
$20K 0.01%
139
11 12
13
14 15