CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
-5.68%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
-$7.33M
(-5.5%)
Cap. Flow
+$508K
Cap. Flow
% of AUM
0.4%
Top 10 Holdings %
Top 10 Hldgs %
53.84%
Holding
677
New
35
Increased
157
Reduced
147
Closed
40
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.4M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$977K |
| 3 |
iShares MSCI EAFE Growth ETF
EFG
|
+$972K |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$938K |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$842K |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.06M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$915K |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$598K |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$498K |
| 5 |
iShares Fallen Angels USD Bond ETF
FALN
|
+$497K |
Sector Composition
| 1 | Technology | 4.59% |
| 2 | Healthcare | 4.34% |
| 3 | Financials | 4.11% |
| 4 | Industrials | 3.43% |
| 5 | Consumer Staples | 3.28% |
