CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
+8.73%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$129M
AUM Growth
+$3.26M
(+2.6%)
Cap. Flow
-$6.68M
Cap. Flow
% of AUM
-5.16%
Top 10 Holdings %
Top 10 Hldgs %
43.43%
Holding
679
New
42
Increased
134
Reduced
195
Closed
48
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$2.93M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$2.7M |
| 3 |
Vanguard ESG US Stock ETF
ESGV
|
+$1.78M |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.72M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$1.51M |
Top Sells
| 1 |
iShares US Treasury Bond ETF
GOVT
|
+$4.48M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.54M |
| 3 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$3.2M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$2.46M |
| 5 |
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% |
