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
576
$1K ﹤0.01%
+50
577
$1K ﹤0.01%
+10
578
$1K ﹤0.01%
6
579
$1K ﹤0.01%
46
-71
580
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3
581
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10
582
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10
-8
583
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11
584
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10
585
$1K ﹤0.01%
160
586
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143
587
$1K ﹤0.01%
400
+100
588
$1K ﹤0.01%
300
+230
589
$1K ﹤0.01%
11
590
$1K ﹤0.01%
1,000
+900
591
$1K ﹤0.01%
70
-1,000
592
$1K ﹤0.01%
15
-112
593
$1K ﹤0.01%
+50
594
– –
0
595
$0 ﹤0.01%
10
596
$0 ﹤0.01%
+100
597
$0 ﹤0.01%
3
598
$0 ﹤0.01%
41
599
– –
-2
600
$0 ﹤0.01%
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