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
426
$3.63K ﹤0.01%
+15
427
$3.57K ﹤0.01%
50
-100
428
$3.52K ﹤0.01%
37
429
$3.45K ﹤0.01%
+49
430
$3.37K ﹤0.01%
125
+1
431
$3.37K ﹤0.01%
+152
432
$3.37K ﹤0.01%
162
-54
433
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100
434
$3.25K ﹤0.01%
54
435
$3.22K ﹤0.01%
260
-100
436
$3.17K ﹤0.01%
67
+22
437
$3.15K ﹤0.01%
100
438
$3.15K ﹤0.01%
+85
439
$3.1K ﹤0.01%
53
440
$3.07K ﹤0.01%
45
-10
441
$3.06K ﹤0.01%
174
442
$3.05K ﹤0.01%
150
443
$3.04K ﹤0.01%
10
444
$3.03K ﹤0.01%
30
445
$3.02K ﹤0.01%
200
-102
446
$3K ﹤0.01%
20
447
$3K ﹤0.01%
51
448
$2.99K ﹤0.01%
22
-20
449
$2.94K ﹤0.01%
83
-320
450
$2.89K ﹤0.01%
46
-3
16 17
18
19 20