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
326
$10.2K 0.01%
188
-255
327
$10.1K 0.01%
426
-313
328
$10.1K 0.01%
6,464
329
$9.89K 0.01%
237
330
$9.82K 0.01%
100
331
$9.71K 0.01%
90
332
$9.58K 0.01%
90
-70
333
$9.56K 0.01%
140
334
$9.55K 0.01%
109
335
$9.53K 0.01%
150
336
$9.32K 0.01%
103
+1
337
$9.24K 0.01%
530
+6
338
$9.2K 0.01%
301
-2,005
339
$9.19K 0.01%
103
340
$9.13K 0.01%
453
+2
341
$9.11K 0.01%
100
342
$8.88K 0.01%
118
+1
343
$8.83K 0.01%
59
344
$8.76K 0.01%
33
345
$8.71K 0.01%
132
-186
346
$8.67K 0.01%
469
+4
347
$8.59K 0.01%
93
348
$8.58K 0.01%
191
+1
349
$8.45K 0.01%
176
350
$8.44K 0.01%
128
+1
12 13
14
15 16