CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Return 11.7%
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$5.23M
Cap. Flow
+$1.61M
Cap. Flow %
1.05%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
205
Reduced
99
Closed
29

Top Buys

1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$7.27M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
$4.23M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.19M

Top Sells

1
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$4.33M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.32M
3
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$2M

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 Shares
Change % 		Capital Flow
CRWD icon
501
CrowdStrike
CRWD
$105B
$4K ﹤0.01%
20
– –
ETSY icon
502
Etsy
ETSY
$5.36B
$4K ﹤0.01%
20
– –
FIW icon
503
First Trust Water ETF
FIW
$1.96B
$4K ﹤0.01%
54
+1
+2% +$74
HIG icon
504
Hartford Financial Services
HIG
$37B
$4K ﹤0.01%
62
+1
+2% +$65
ISRG icon
505
Intuitive Surgical
ISRG
$167B
$4K ﹤0.01%
15
– –
LW icon
506
Lamb Weston
LW
$8.08B
$4K ﹤0.01%
47
– –
NET icon
507
Cloudflare
NET
$74.7B
$4K ﹤0.01%
50
– –
RGLD icon
508
Royal Gold
RGLD
$12.2B
$4K ﹤0.01%
35
+1
+3% +$114
TME icon
509
Tencent Music
TME
$37.7B
$4K ﹤0.01%
+200
New +$4K
TUR icon
510
iShares MSCI Turkey ETF
TUR
$165M
$4K ﹤0.01%
158
– –
VTV icon
511
Vanguard Value ETF
VTV
$143B
$4K ﹤0.01%
28
– –
WPM icon
512
Wheaton Precious Metals
WPM
$47.3B
$4K ﹤0.01%
100
– –
LORL
513
DELISTED
Loral Space and Communications, Inc.
LORL
$4K ﹤0.01%
+100
New +$4K
ACB
514
Aurora Cannabis
ACB
$276M
$3K ﹤0.01%
28
+20
+250% +$2.14K
ADSK icon
515
Autodesk
ADSK
$69.5B
$3K ﹤0.01%
10
– –
BLUE
516
DELISTED
bluebird bio
BLUE
$3K ﹤0.01%
+8
New +$3K
BWEN icon
517
Broadwind
BWEN
$47.2M
$3K ﹤0.01%
+500
New +$3K
FEMB icon
518
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$229M
$3K ﹤0.01%
74
+1
+1% +$41
FVRR icon
519
Fiverr
FVRR
$875M
$3K ﹤0.01%
15
– –
GLW icon
520
Corning
GLW
$61B
$3K ﹤0.01%
60
– –
JEF icon
521
Jefferies Financial Group
JEF
$13.1B
$3K ﹤0.01%
106
– –
M icon
522
Macy's
M
$4.64B
$3K ﹤0.01%
+200
New +$3K
MCHP icon
523
Microchip Technology
MCHP
$35.6B
$3K ﹤0.01%
40
– –
PH icon
524
Parker-Hannifin
PH
$96.1B
$3K ﹤0.01%
10
– –
POST icon
525
Post Holdings
POST
$5.88B
$3K ﹤0.01%
49
– –
19 20
21
22 23