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
526
$2K ﹤0.01%
+50
527
$2K ﹤0.01%
75
-25
528
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43
+1
529
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32
-17
530
$2K ﹤0.01%
100
-1,300
531
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532
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34
533
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31
534
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535
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37
536
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47
537
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7
538
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6
539
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50
540
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123
541
$2K ﹤0.01%
+20
542
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+100
543
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+100
544
$1K ﹤0.01%
7
545
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+30
546
$1K ﹤0.01%
25
-3
547
$1K ﹤0.01%
110
548
$1K ﹤0.01%
200
549
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17
-31
550
$1K ﹤0.01%
50
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