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
376
$6.08K ﹤0.01%
125
377
$5.99K ﹤0.01%
164
378
$5.78K ﹤0.01%
22
379
$5.62K ﹤0.01%
46
380
$5.59K ﹤0.01%
187
+11
381
$5.59K ﹤0.01%
235
382
$5.58K ﹤0.01%
170
383
$5.56K ﹤0.01%
117
+23
384
$5.55K ﹤0.01%
673
385
$5.46K ﹤0.01%
318
+3
386
$5.42K ﹤0.01%
57
387
$5.38K ﹤0.01%
108
-737
388
$5.33K ﹤0.01%
23
389
$5.23K ﹤0.01%
141
-78
390
$5.13K ﹤0.01%
361
-500
391
$5.12K ﹤0.01%
192
392
$5.11K ﹤0.01%
51
393
$4.92K ﹤0.01%
150
-250
394
$4.89K ﹤0.01%
54
-37
395
$4.87K ﹤0.01%
38
396
$4.86K ﹤0.01%
608
+68
397
$4.86K ﹤0.01%
140
398
$4.85K ﹤0.01%
+67
399
$4.76K ﹤0.01%
150
400
$4.75K ﹤0.01%
236
14 15
16
17 18