CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
$5K ﹤0.01%
500
481
$5K ﹤0.01%
323
482
$5K ﹤0.01%
67
483
$5K ﹤0.01%
153
+2
484
$5K ﹤0.01%
106
+1
485
$5K ﹤0.01%
277
-128
486
$5K ﹤0.01%
+100
487
$5K ﹤0.01%
116
488
$5K ﹤0.01%
100
489
$5K ﹤0.01%
+50
490
$5K ﹤0.01%
860
491
$5K ﹤0.01%
13
+6
492
$5K ﹤0.01%
52
493
$5K ﹤0.01%
+40
494
$5K ﹤0.01%
+20
495
$5K ﹤0.01%
121
+1
496
$4K ﹤0.01%
158
497
$4K ﹤0.01%
+40
498
$4K ﹤0.01%
3
499
$4K ﹤0.01%
62
500
$4K ﹤0.01%
20
18 19
20
21 22