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
501
$3K ﹤0.01%
+100
502
$3K ﹤0.01%
100
503
$3K ﹤0.01%
42
+1
504
$3K ﹤0.01%
8
-4
505
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48
506
$3K ﹤0.01%
52
-300
507
$2K ﹤0.01%
7
508
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10
509
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120
-5,200
510
$2K ﹤0.01%
40
511
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300
512
$2K ﹤0.01%
15
513
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70
-40
514
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33
515
$2K ﹤0.01%
26
516
$2K ﹤0.01%
16
517
$2K ﹤0.01%
20
518
$2K ﹤0.01%
100
519
$2K ﹤0.01%
29
520
$2K ﹤0.01%
30
521
$2K ﹤0.01%
115
+1
522
$2K ﹤0.01%
44
523
$2K ﹤0.01%
20
524
$2K ﹤0.01%
7
525
$2K ﹤0.01%
192
19 20
21
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