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%
6
577
$1K ﹤0.01%
5
-5
578
$1K ﹤0.01%
+50
579
$1K ﹤0.01%
+10
580
$1K ﹤0.01%
6
581
$1K ﹤0.01%
46
-71
582
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3
583
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10
584
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10
-8
585
$1K ﹤0.01%
11
586
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10
587
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143
588
$1K ﹤0.01%
400
+100
589
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300
+230
590
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11
591
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1,000
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592
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593
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15
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594
$0 ﹤0.01%
11
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595
– –
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596
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-809
597
$0 ﹤0.01%
1
598
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599
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-120
600
– –
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24
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