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
451
$5K ﹤0.01%
216
452
$5K ﹤0.01%
94
453
$5K ﹤0.01%
102
-6
454
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35
455
$5K ﹤0.01%
+1,000
456
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-20
457
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52
-10
458
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100
459
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38
460
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1,003
-45
461
$4K ﹤0.01%
+150
462
$4K ﹤0.01%
+23
463
$4K ﹤0.01%
24
464
$4K ﹤0.01%
32
465
$4K ﹤0.01%
+84
466
$4K ﹤0.01%
400
+200
467
$4K ﹤0.01%
100
468
$4K ﹤0.01%
451
-83
469
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28
470
$4K ﹤0.01%
42
471
$4K ﹤0.01%
100
472
$4K ﹤0.01%
10
-230
473
$4K ﹤0.01%
81
474
$4K ﹤0.01%
+329
475
$4K ﹤0.01%
116
17 18
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