CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$6.82M
3
+$3.64M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.17M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$3.98M
2
+$2.9M
3
+$1.51M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.36M

Sector Composition

1 Technology 4.91%
2 Healthcare 4.13%
3 Financials 4.11%
4 Industrials 3.15%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K 0.01%
280
-1,306
377
$10K 0.01%
75
378
$10K 0.01%
133
379
$10K 0.01%
173
-249
380
$10K 0.01%
402
-494
381
$10K 0.01%
90
382
$10K 0.01%
33
383
$10K 0.01%
148
384
$10K 0.01%
375
385
$10K 0.01%
101
386
$10K 0.01%
135
387
$10K 0.01%
100
388
$10K 0.01%
110
389
$10K 0.01%
55
-281
390
$10K 0.01%
411
391
$9K 0.01%
221
+48
392
$9K 0.01%
737
393
$9K 0.01%
1,350
+17
394
$9K 0.01%
134
395
$9K 0.01%
79
+30
396
$9K 0.01%
+150
397
$9K 0.01%
380
-458
398
$9K 0.01%
140
-40
399
$9K 0.01%
110
400
$9K 0.01%
65
14 15
16
17 18