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
501
$1.48K ﹤0.01%
52
-50
502
$1.47K ﹤0.01%
10
503
$1.41K ﹤0.01%
44
504
$1.4K ﹤0.01%
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505
$1.37K ﹤0.01%
300
+250
506
$1.36K ﹤0.01%
+20
507
$1.33K ﹤0.01%
300
508
$1.31K ﹤0.01%
466
-288
509
$1.28K ﹤0.01%
100
510
$1.27K ﹤0.01%
10
511
$1.23K ﹤0.01%
10
512
$1.22K ﹤0.01%
29
+1
513
$1.2K ﹤0.01%
117
+2
514
$1.2K ﹤0.01%
12
-102
515
$1.18K ﹤0.01%
400
516
$1.17K ﹤0.01%
60
517
$1.15K ﹤0.01%
15
518
$1.14K ﹤0.01%
48
-32
519
$1.12K ﹤0.01%
10
520
$1.11K ﹤0.01%
40
521
$1.1K ﹤0.01%
100
522
$1.09K ﹤0.01%
23
523
$1.08K ﹤0.01%
16
+6
524
$1.08K ﹤0.01%
14
525
$1.07K ﹤0.01%
+20
19 20
21
22 23