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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.3M
3
+$870K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$863K
5
RPM icon
RPM International
RPM
+$854K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.44M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 1.06%
9,044
+9,010
27
$841K 1.04%
+16,571
28
$834K 1.03%
12,293
+878
29
$827K 1.02%
9,578
-1,968
30
$816K 1.01%
3,451
+510
31
$814K 1.01%
3,184
-51
32
$797K 0.99%
11,207
+865
33
$791K 0.98%
5,455
-211
34
$783K 0.97%
10,452
+10,326
35
$761K 0.94%
+8,931
36
$749K 0.93%
+3,596
37
$745K 0.92%
+17,868
38
$742K 0.92%
13,779
+595
39
$742K 0.92%
4,746
-216
40
$716K 0.89%
+1,567
41
$702K 0.87%
1,636
-49
42
$693K 0.86%
+842
43
$688K 0.85%
25,258
+25,178
44
$671K 0.83%
4,309
-111
45
$669K 0.83%
5,444
+588
46
$658K 0.81%
4,412
-351
47
$614K 0.76%
22,410
-679
48
$604K 0.75%
1,070
-55
49
$600K 0.74%
18,074
+17,286
50
$583K 0.72%
8,054
-2,885
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