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
576
$1K ﹤0.01%
6
577
$1K ﹤0.01%
5
-5
578
$1K ﹤0.01%
+50
579
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+10
580
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6
581
$1K ﹤0.01%
46
-71
582
$1K ﹤0.01%
3
583
$1K ﹤0.01%
10
584
$1K ﹤0.01%
11
585
$1K ﹤0.01%
10
586
$1K ﹤0.01%
160
587
$1K ﹤0.01%
143
588
$1K ﹤0.01%
400
+100
589
$1K ﹤0.01%
300
+230
590
$1K ﹤0.01%
11
591
$1K ﹤0.01%
1,000
+900
592
$1K ﹤0.01%
70
-1,000
593
$1K ﹤0.01%
15
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594
– –
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595
– –
-125
596
– –
-15
597
– –
-4
598
– –
-200
599
– –
-120
600
– –
-14
22 23
24
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