CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
26
$1.02M 0.67%
6,275
-148
27
$977K 0.64%
6,575
+481
28
$944K 0.62%
3,311
+279
29
$942K 0.62%
5,317
+164
30
$900K 0.59%
4,879
+431
31
$848K 0.56%
1,868
+161
32
$839K 0.55%
16,896
-522
33
$833K 0.55%
12,422
-20,846
34
$830K 0.55%
+16,508
35
$823K 0.54%
1,428
-1,321
36
$809K 0.53%
1,832
+149
37
$805K 0.53%
5,265
+413
38
$779K 0.51%
13,979
+691
39
$760K 0.5%
10,412
+33
40
$714K 0.47%
4,380
-3,020
41
$689K 0.45%
13,896
+1,753
42
$663K 0.44%
2,682
+172
43
$640K 0.42%
3,823
-319
44
$630K 0.41%
12,177
-233
45
$607K 0.4%
32,435
+29,617
46
$602K 0.4%
3,799
+331
47
$582K 0.38%
5,936
+308
48
$561K 0.37%
3,670
+132
49
$527K 0.35%
21,877
+19,131
50
$517K 0.34%
8,113
-7,737
1
2
3 4 5