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
$115M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$7.8M
3
+$5.63M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.67M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.96M

Top Sells

1
+$8.03M
2
+$2.13M
3
+$1.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.7M

Sector Composition

1 Technology 5.01%
2 Financials 2.93%
3 Consumer Staples 2.9%
4 Healthcare 2.29%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.94%
+44,736
27
$990K 0.86%
18,657
-30,083
28
$989K 0.86%
10,231
-16
29
$962K 0.84%
6,394
-3,698
30
$933K 0.81%
1,097
+199
31
$888K 0.78%
7,186
-974
32
$825K 0.72%
4,077
-180
33
$802K 0.7%
20,167
-964
34
$774K 0.68%
1,415
-5
35
$760K 0.66%
8,279
-18,554
36
$707K 0.62%
4,124
-177
37
$684K 0.6%
4,329
-214
38
$682K 0.6%
10,070
-5,664
39
$664K 0.58%
3,335
-139
40
$664K 0.58%
+27,968
41
$606K 0.53%
11,601
+1,884
42
$588K 0.51%
3,041
-10
43
$543K 0.47%
3,715
-96
44
$539K 0.47%
1,153
-769
45
$536K 0.47%
9,046
+4,781
46
$531K 0.46%
2,488
-164
47
$516K 0.45%
+14,508
48
$475K 0.42%
+13,373
49
$469K 0.41%
3,788
-195
50
$466K 0.41%
1,829
-82
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2
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