CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
-2.61%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
-$11.8M
(-7.2%)
Cap. Flow
-$5.98M
Cap. Flow
% of AUM
-3.93%
Top 10 Holdings %
Top 10 Hldgs %
50.29%
Holding
727
New
39
Increased
155
Reduced
211
Closed
88
Top Buys
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$8.58M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$6.92M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.66M |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$3.21M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$1.88M |
Top Sells
| 1 |
Schwab 1-5 Year Corporate Bond ETF
SCHJ
|
+$3.91M |
| 2 |
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
USFR
|
+$2.9M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$1.55M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$1.4M |
| 5 |
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% |
