CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
-10.71%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
-$18.8M
(-12%)
Cap. Flow
-$1.13M
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
51.84%
Holding
676
New
37
Increased
170
Reduced
168
Closed
42
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$10.3M |
| 2 |
Invesco S&P Emerging Markets Low Volatility ETF
EELV
|
+$2.36M |
| 3 |
iShares Core High Dividend ETF
HDV
|
+$1.43M |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$1.12M |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$1.06M |
Top Sells
| 1 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$2.28M |
| 2 |
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
|
+$1.91M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
+$1.67M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$1.6M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.36M |
Sector Composition
| 1 | Healthcare | 4.78% |
| 2 | Technology | 4.51% |
| 3 | Financials | 4.01% |
| 4 | Industrials | 3.41% |
| 5 | Consumer Staples | 3.22% |
