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
426
$6K ﹤0.01%
46
427
$6K ﹤0.01%
163
+6
428
$6K ﹤0.01%
700
+16
429
$6K ﹤0.01%
219
430
$6K ﹤0.01%
170
431
$6K ﹤0.01%
338
+2
432
$6K ﹤0.01%
36
433
$6K ﹤0.01%
+126
434
$5K ﹤0.01%
100
435
$5K ﹤0.01%
205
+76
436
$5K ﹤0.01%
50
-100
437
$5K ﹤0.01%
158
+1
438
$5K ﹤0.01%
20
439
$5K ﹤0.01%
+40
440
$5K ﹤0.01%
+50
441
$5K ﹤0.01%
75
442
$5K ﹤0.01%
88
443
$5K ﹤0.01%
114
+20
444
$5K ﹤0.01%
113
-44
445
$5K ﹤0.01%
54
446
$5K ﹤0.01%
300
447
$5K ﹤0.01%
192
+36
448
$5K ﹤0.01%
45
449
$5K ﹤0.01%
94
-60
450
$5K ﹤0.01%
1,075
-182
16 17
18
19 20