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
451
$2.89K ﹤0.01%
32
452
$2.88K ﹤0.01%
+29
453
$2.78K ﹤0.01%
+144
454
$2.75K ﹤0.01%
42
455
$2.74K ﹤0.01%
53
+1
456
$2.67K ﹤0.01%
+57
457
$2.61K ﹤0.01%
+15
458
$2.58K ﹤0.01%
139
-181
459
$2.54K ﹤0.01%
+48
460
$2.52K ﹤0.01%
+191
461
$2.46K ﹤0.01%
42
462
$2.4K ﹤0.01%
20
463
$2.38K ﹤0.01%
10
-5
464
$2.36K ﹤0.01%
200
465
$2.35K ﹤0.01%
250
466
$2.31K ﹤0.01%
48
467
$2.3K ﹤0.01%
20
468
$2.3K ﹤0.01%
34
469
$2.23K ﹤0.01%
36
470
$2.18K ﹤0.01%
487
471
$2.16K ﹤0.01%
31
472
$2.1K ﹤0.01%
200
473
$2.08K ﹤0.01%
98
-120
474
$2.05K ﹤0.01%
+84
475
$2.02K ﹤0.01%
37
17 18
19
20 21