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
401
$4.74K ﹤0.01%
45
402
$4.63K ﹤0.01%
185
403
$4.56K ﹤0.01%
32
404
$4.56K ﹤0.01%
163
405
$4.49K ﹤0.01%
86
-48
406
$4.39K ﹤0.01%
49
407
$4.33K ﹤0.01%
54
408
$4.32K ﹤0.01%
114
409
$4.28K ﹤0.01%
52
410
$4.21K ﹤0.01%
40
411
$4.21K ﹤0.01%
484
412
$4.09K ﹤0.01%
775
+29
413
$4.07K ﹤0.01%
116
414
$3.96K ﹤0.01%
82
415
$3.96K ﹤0.01%
35
416
$3.93K ﹤0.01%
28
417
$3.91K ﹤0.01%
134
-211
418
$3.81K ﹤0.01%
135
-100
419
$3.79K ﹤0.01%
200
420
$3.79K ﹤0.01%
411
421
$3.78K ﹤0.01%
75
422
$3.77K ﹤0.01%
62
+10
423
$3.69K ﹤0.01%
19
424
$3.66K ﹤0.01%
88
425
$3.65K ﹤0.01%
80
15 16
17
18 19