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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K 0.01%
126
377
$13K 0.01%
100
378
$12K 0.01%
450
379
$12K 0.01%
120
380
$12K 0.01%
+135
381
$12K 0.01%
109
382
$12K 0.01%
256
383
$12K 0.01%
+200
384
$12K 0.01%
736
+500
385
$12K 0.01%
92
386
$12K 0.01%
100
-150
387
$12K 0.01%
85
388
$11K 0.01%
382
389
$11K 0.01%
+57
390
$11K 0.01%
271
391
$11K 0.01%
60
392
$11K 0.01%
267
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393
$11K 0.01%
314
394
$11K 0.01%
103
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395
$11K 0.01%
85
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396
$11K 0.01%
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397
$11K 0.01%
42
398
$11K 0.01%
320
399
$10K 0.01%
179
+1
400
$10K 0.01%
546
+3
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16
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