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
301
$12.4K 0.01%
420
+100
302
$12.4K 0.01%
85
303
$12.3K 0.01%
685
304
$12.1K 0.01%
106
305
$12.1K 0.01%
106
306
$12.1K 0.01%
343
-89
307
$12K 0.01%
69
308
$11.9K 0.01%
354
+15
309
$11.8K 0.01%
1,460
+50
310
$11.7K 0.01%
658
311
$11.6K 0.01%
90
+1
312
$11.5K 0.01%
348
-515
313
$11.4K 0.01%
1,197
-177
314
$11.3K 0.01%
175
-500
315
$10.9K 0.01%
137
+1
316
$10.8K 0.01%
126
317
$10.8K 0.01%
200
318
$10.8K 0.01%
447
-1,922
319
$10.8K 0.01%
115
320
$10.7K 0.01%
252
-128
321
$10.7K 0.01%
43
322
$10.5K 0.01%
263
+2
323
$10.5K 0.01%
616
324
$10.2K 0.01%
187
-165
325
$10.2K 0.01%
1,395
+30
11 12
13
14 15