CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Return 11.7%
This Quarter Return
-10.71%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$133M
AUM Growth
-$18.8M
Cap. Flow
-$1.13M
Cap. Flow %
-0.85%
Top 10 Hldgs %
51.84%
Holding
676
New
37
Increased
170
Reduced
168
Closed
42

Top Buys

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
$10.3M
2
EELV icon
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$2.36M
3
HDV icon
iShares Core High Dividend ETF
HDV
$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
$1.06M

Top Sells

1
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$2.28M
2
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.91M
3
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ANY icon
576
Sphere 3D
ANY
$18.3M
$0 ﹤0.01%
29
– –
APA icon
577
APA Corp
APA
$8.14B
– –
-30
Closed -$1K
ARKF icon
578
ARK Fintech Innovation ETF
ARKF
$1.33B
$0 ﹤0.01%
2
– –
AVAV icon
579
AeroVironment
AVAV
$11.3B
$0 ﹤0.01%
3
– –
AX icon
580
Axos Financial
AX
$5.13B
$0 ﹤0.01%
5
– –
BABA icon
581
Alibaba
BABA
$323B
$0 ﹤0.01%
1
– –
BIDU icon
582
Baidu
BIDU
$35.1B
$0 ﹤0.01%
1
– –
BYND icon
583
Beyond Meat
BYND
$189M
$0 ﹤0.01%
10
– –
CGC
584
Canopy Growth
CGC
$456M
$0 ﹤0.01%
17
– –
CHGG icon
585
Chegg
CHGG
$185M
$0 ﹤0.01%
10
– –
CMCL icon
586
Caledonia Mining Corp
CMCL
$548M
$0 ﹤0.01%
20
– –
CNDT icon
587
Conduent
CNDT
$447M
$0 ﹤0.01%
2
– –
COLB icon
588
Columbia Banking Systems
COLB
$8.05B
$0 ﹤0.01%
11
– –
CRNT icon
589
Ceragon Networks
CRNT
$180M
$0 ﹤0.01%
100
– –
CVNA icon
590
Carvana
CVNA
$50.9B
$0 ﹤0.01%
10
-30
-75% –
CWH icon
591
Camping World
CWH
$1.12B
$0 ﹤0.01%
5
– –
CYBN
592
Cybin
CYBN
$159M
$0 ﹤0.01%
13
– –
DIVO icon
593
Amplify CWP Enhanced Dividend Income ETF
DIVO
$4.99B
– –
-280
Closed -$10K
DRIV icon
594
Global X Autonomous & Electric Vehicles ETF
DRIV
$338M
– –
-70
Closed -$2K
DTM icon
595
DT Midstream
DTM
$10.7B
$0 ﹤0.01%
4
-29
-88% –
DVN icon
596
Devon Energy
DVN
$22.1B
– –
-26
Closed -$2K
DXCM icon
597
DexCom
DXCM
$31.6B
– –
-16
Closed -$2K
DXC icon
598
DXC Technology
DXC
$2.65B
$0 ﹤0.01%
8
– –
EDIT icon
599
Editas Medicine
EDIT
$248M
$0 ﹤0.01%
10
– –
EIX icon
600
Edison International
EIX
$21B
– –
-169
Closed -$12K
22 23
24
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