CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$7.3M
2
+$4.13M
3
+$3.44M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.42M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.26M

Top Sells

1
+$4.38M
2
+$3.34M
3
+$3.2M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.63M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.96M

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%
110
477
$5K ﹤0.01%
88
-1
478
$5K ﹤0.01%
+55
479
$5K ﹤0.01%
772
+13
480
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67
481
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153
+2
482
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106
+1
483
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277
-128
484
$5K ﹤0.01%
+100
485
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116
486
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100
487
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+50
488
$5K ﹤0.01%
860
489
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13
+6
490
$5K ﹤0.01%
500
491
$5K ﹤0.01%
323
492
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52
493
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+40
494
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+20
495
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121
+1
496
$4K ﹤0.01%
+40
497
$4K ﹤0.01%
3
498
$4K ﹤0.01%
62
499
$4K ﹤0.01%
20
500
$4K ﹤0.01%
400
18 19
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