CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$4.13M
3
+$3.44M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.42M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.26M

Top Sells

1
+$4.38M
2
+$3.34M
3
+$3.2M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.63M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.96M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
+100
452
$7K ﹤0.01%
323
+3
453
$7K ﹤0.01%
164
+3
454
$7K ﹤0.01%
18
-18
455
$7K ﹤0.01%
400
+300
456
$6K ﹤0.01%
200
457
$6K ﹤0.01%
50
458
$6K ﹤0.01%
50
459
$6K ﹤0.01%
98
+1
460
$6K ﹤0.01%
153
+2
461
$6K ﹤0.01%
200
462
$6K ﹤0.01%
191
+164
463
$6K ﹤0.01%
638
+13
464
$6K ﹤0.01%
50
465
$6K ﹤0.01%
114
466
$6K ﹤0.01%
+21
467
$6K ﹤0.01%
65
468
$6K ﹤0.01%
+250
469
$6K ﹤0.01%
+100
470
$6K ﹤0.01%
5
471
$6K ﹤0.01%
102
472
$6K ﹤0.01%
10
473
$5K ﹤0.01%
23
-25
474
$5K ﹤0.01%
+200
475
$5K ﹤0.01%
100
-33
17 18
19
20 21