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
$98M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$4.04M
3
+$3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.89M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M

Top Sells

1
+$1.98M
2
+$1.97M
3
+$1.96M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.87%
3 Industrials 5.54%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$874K 0.89%
1,922
-1,102
27
$853K 0.87%
4,257
-1,192
28
$808K 0.82%
3,927
-9,540
29
$801K 0.82%
21,131
-780
30
$783K 0.8%
4,301
-129
31
$747K 0.76%
1,420
-218
32
$737K 0.75%
8,160
-3,660
33
$701K 0.72%
7,497
-6,020
34
$658K 0.67%
898
-173
35
$657K 0.67%
7,765
-6,751
36
$626K 0.64%
2,279
-1,975
37
$603K 0.62%
3,811
-562
38
$588K 0.6%
3,474
-115
39
$565K 0.58%
2,652
-55
40
$565K 0.58%
2,218
-72
41
$550K 0.56%
3,051
+90
42
$544K 0.55%
8,326
-8,689
43
$539K 0.55%
1,911
-82
44
$526K 0.54%
3,983
-116
45
$510K 0.52%
+9,717
46
$491K 0.5%
22,080
+5,168
47
$487K 0.5%
9,766
-426
48
$468K 0.48%
+10,901
49
$454K 0.46%
2,796
-125
50
$453K 0.46%
1,780
-192
1
2
3 4 5