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
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.92M
3
+$3.66M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.4M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Sector Composition

1 Technology 4.92%
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
401
$9K 0.01%
+200
402
$8K 0.01%
59
403
$8K 0.01%
1,020
404
$8K 0.01%
19
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200
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406
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103
407
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200
408
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44
409
$8K 0.01%
126
410
$8K 0.01%
125
411
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110
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412
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413
$7K ﹤0.01%
77
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414
$7K ﹤0.01%
81
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415
$7K ﹤0.01%
45
416
$7K ﹤0.01%
104
417
$7K ﹤0.01%
288
-299
418
$7K ﹤0.01%
146
+1
419
$7K ﹤0.01%
300
420
$7K ﹤0.01%
164
421
$7K ﹤0.01%
300
-380
422
$7K ﹤0.01%
86
423
$7K ﹤0.01%
185
-200
424
$6K ﹤0.01%
510
+6
425
$6K ﹤0.01%
+300
15 16
17
18 19