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
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.92M
3
+$3.66M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.4M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Sector Composition

1 Technology 4.92%
2 Healthcare 4.13%
3 Financials 4.11%
4 Industrials 3.15%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
250
+50
477
$4K ﹤0.01%
122
-2
478
$4K ﹤0.01%
100
479
$4K ﹤0.01%
450
480
$3K ﹤0.01%
20
481
$3K ﹤0.01%
52
482
$3K ﹤0.01%
52
+1
483
$3K ﹤0.01%
30
484
$3K ﹤0.01%
53
-392
485
$3K ﹤0.01%
70
486
$3K ﹤0.01%
29
-49
487
$3K ﹤0.01%
48
488
$3K ﹤0.01%
151
489
$3K ﹤0.01%
314
490
$3K ﹤0.01%
860
491
$3K ﹤0.01%
53
492
$3K ﹤0.01%
10
493
$3K ﹤0.01%
100
494
$3K ﹤0.01%
16
495
$3K ﹤0.01%
51
496
$3K ﹤0.01%
25
497
$3K ﹤0.01%
88
-50
498
$3K ﹤0.01%
200
499
$3K ﹤0.01%
22
500
$3K ﹤0.01%
200
18 19
20
21 22