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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

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
26
$1.36M 0.88%
12,991
+568
27
$1.32M 0.86%
28,791
-57,734
28
$1.26M 0.82%
3,159
+430
29
$1.22M 0.79%
14,831
+1,492
30
$1.2M 0.78%
3,416
+231
31
$1.2M 0.78%
7,740
+480
32
$1.19M 0.77%
30,802
-3
33
$1.11M 0.72%
7,282
+849
34
$1.07M 0.69%
6,643
+5,500
35
$1.07M 0.69%
+21,745
36
$1.01M 0.65%
27,802
-119,480
37
$1M 0.65%
6,098
-4
38
$954K 0.62%
17,328
-9,312
39
$944K 0.61%
33,015
+32,975
40
$926K 0.6%
3,447
-14
41
$917K 0.6%
14,327
-11
42
$897K 0.58%
23,199
+7,877
43
$805K 0.52%
17,772
-1,536
44
$804K 0.52%
29,475
+8,160
45
$795K 0.52%
3,547
+75
46
$744K 0.48%
30,618
+27,006
47
$731K 0.47%
7,300
-810
48
$722K 0.47%
6,024
-25
49
$705K 0.46%
13,642
+1,025
50
$702K 0.46%
4,000
-30
1
2
3 4 5