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
351
$8.34K 0.01%
374
-991
352
$8.34K 0.01%
149
+11
353
$8.26K 0.01%
+31
354
$7.95K 0.01%
110
355
$7.72K 0.01%
147
+1
356
$7.58K 0.01%
152
-1,336
357
$7.56K 0.01%
57
-24
358
$7.4K 0.01%
22
359
$7.35K 0.01%
119
+1
360
$7.33K 0.01%
320
+1
361
$7.1K 0.01%
55
362
$6.98K 0.01%
66
-251
363
$6.86K 0.01%
224
364
$6.8K 0.01%
202
-250
365
$6.75K 0.01%
341
+1
366
$6.66K 0.01%
88
+1
367
$6.64K 0.01%
17
368
$6.58K 0.01%
75
-96
369
$6.51K 0.01%
165
370
$6.31K ﹤0.01%
163
+2
371
$6.3K ﹤0.01%
65
372
$6.28K ﹤0.01%
+19
373
$6.27K ﹤0.01%
131
374
$6.27K ﹤0.01%
526
+5
375
$6.2K ﹤0.01%
159
-13
13 14
15
16 17