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
$129M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.7M
3
+$1.78M
4
BND icon
Vanguard Total Bond Market
BND
+$1.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

1
+$4.48M
2
+$3.54M
3
+$3.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.68M

Sector Composition

1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
40
-80
477
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52
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$2K ﹤0.01%
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$1.99K ﹤0.01%
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481
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118
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484
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43
+15
485
$1.82K ﹤0.01%
+12
486
$1.81K ﹤0.01%
+18
487
$1.76K ﹤0.01%
24
488
$1.75K ﹤0.01%
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489
$1.74K ﹤0.01%
200
-25
490
$1.71K ﹤0.01%
+8
491
$1.66K ﹤0.01%
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492
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493
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40
494
$1.57K ﹤0.01%
+40
495
$1.56K ﹤0.01%
45
-105
496
$1.56K ﹤0.01%
300
497
$1.53K ﹤0.01%
31
-47
498
$1.52K ﹤0.01%
30
499
$1.51K ﹤0.01%
47
500
$1.5K ﹤0.01%
118
18 19
20
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