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
$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
26
$1.07M 0.83%
6,650
+27
27
$1.01M 0.78%
34,343
-8,375
28
$997K 0.77%
38,502
-64,684
29
$974K 0.75%
16,350
+15,982
30
$962K 0.74%
5,445
-122
31
$943K 0.73%
7,153
+32
32
$910K 0.7%
1,870
-16
33
$906K 0.7%
9,576
-4,357
34
$886K 0.68%
11,896
+10,716
35
$880K 0.68%
+15,046
36
$878K 0.68%
3,561
-10
37
$860K 0.66%
11,435
+10,837
38
$832K 0.64%
5,266
-24
39
$815K 0.63%
17,241
-531
40
$804K 0.62%
32,667
-44,014
41
$774K 0.6%
10,751
-51
42
$743K 0.57%
2,820
+1
43
$739K 0.57%
4,089
-15
44
$729K 0.56%
25,876
-4,563
45
$717K 0.55%
15,040
-59
46
$698K 0.54%
3,275
+3,233
47
$695K 0.54%
6,263
-20
48
$678K 0.52%
1,765
+1
49
$654K 0.51%
12,753
-36
50
$640K 0.49%
4,082
-12
1
2
3 4 5