CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$8.81M
2
+$6.82M
3
+$3.64M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.17M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$3.98M
2
+$2.9M
3
+$1.51M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.36M

Sector Composition

1 Technology 4.91%
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
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75
-25
528
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43
+1
529
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32
-17
530
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100
-1,300
531
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532
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+100
533
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+100
534
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300
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535
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34
536
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31
537
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21
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538
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37
539
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47
540
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7
541
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6
542
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50
543
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544
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10
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7
546
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+30
547
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25
-3
548
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110
549
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200
550
$1K ﹤0.01%
17
-31
20 21
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23 24