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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
277
-128
477
$5K ﹤0.01%
+40
478
$5K ﹤0.01%
+20
479
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121
+1
480
$5K ﹤0.01%
+200
481
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100
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482
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110
483
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88
-1
484
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23
-25
485
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+55
486
$5K ﹤0.01%
772
+13
487
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+100
488
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116
489
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100
490
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+50
491
$5K ﹤0.01%
860
492
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13
+6
493
$5K ﹤0.01%
500
494
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323
495
$5K ﹤0.01%
52
496
$4K ﹤0.01%
+40
497
$4K ﹤0.01%
62
498
$4K ﹤0.01%
15
499
$4K ﹤0.01%
47
500
$4K ﹤0.01%
50
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