CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Sells

1 +$8.68M
2 +$7.32M
3 +$5.08M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Sector Composition

1 Technology 9.46%
2 Industrials 8.11%
3 Healthcare 7.83%
4 Consumer Staples 6.53%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11K 0.01%
185
-3
352
$10.9K 0.01%
+411
353
$10.9K 0.01%
137
354
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115
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480
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356
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357
$10.7K 0.01%
85
358
$10.6K 0.01%
264
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$10.5K 0.01%
126
360
$10.4K 0.01%
191
361
$10.3K 0.01%
143
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362
$10.3K 0.01%
43
363
$10.2K 0.01%
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365
$10.1K 0.01%
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$10K 0.01%
200
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1,427
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$9.84K 0.01%
109
372
$9.77K 0.01%
406
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90
374
$9.74K 0.01%
920
375
$9.52K 0.01%
304
+3