CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
This Quarter Return
+3.64%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
Cap. Flow
+$1.62M
Cap. Flow %
1.05%
Top 10 Hldgs %
38.57%
Holding
664
New
69
Increased
207
Reduced
99
Closed
29

Top Buys

1
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$7.27M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
$4.23M
3
SCHI icon
Schwab 5-10 Year Corporate Bond ETF
SCHI
$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.19M

Top Sells

1
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$4.33M
2
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$3.32M
3
SPLB icon
SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EFAV icon
601
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.37B
– –
-100
Closed -$7K
ST icon
602
Sensata Technologies
ST
$4.63B
– –
-95
Closed -$5K
RENO
603
DELISTED
Renovare Environmental, Inc. Common Stock
RENO
$0 ﹤0.01%
+200
New –
AIG icon
604
American International
AIG
$45.1B
$0 ﹤0.01%
1
– –
AVAV icon
605
AeroVironment
AVAV
$11.9B
$0 ﹤0.01%
3
– –
AX icon
606
Axos Financial
AX
$5.08B
$0 ﹤0.01%
5
– –
AZN icon
607
AstraZeneca
AZN
$255B
– –
-1,000
Closed -$50K
BATRA icon
608
Atlanta Braves Holdings Series A
BATRA
$2.89B
$0 ﹤0.01%
10
– –
BATRK icon
609
Atlanta Braves Holdings Series B
BATRK
$2.71B
$0 ﹤0.01%
+10
New –
BIDU icon
610
Baidu
BIDU
$33.1B
$0 ﹤0.01%
1
-75
-99% –
BMO icon
611
Bank of Montreal
BMO
$88.5B
– –
-17
Closed -$1K
BTBT icon
612
Bit Digital
BTBT
$804M
– –
-45
Closed -$1K
CAAS icon
613
China Automotive Systems
CAAS
$130M
– –
-200
Closed -$1K
CAL icon
614
Caleres
CAL
$505M
– –
-327
Closed -$5K
CMCL icon
615
Caledonia Mining Corp
CMCL
$516M
$0 ﹤0.01%
20
– –
CNDT icon
616
Conduent
CNDT
$444M
$0 ﹤0.01%
26
– –
COLB icon
617
Columbia Banking Systems
COLB
$7.96B
$0 ﹤0.01%
10
– –
CWB icon
618
SPDR Bloomberg Convertible Securities ETF
CWB
$4.39B
– –
-488
Closed -$40K
CWH icon
619
Camping World
CWH
$1.08B
$0 ﹤0.01%
5
– –
DNOW icon
620
DNOW Inc
DNOW
$1.63B
$0 ﹤0.01%
25
– –
EDIT icon
621
Editas Medicine
EDIT
$225M
$0 ﹤0.01%
10
– –
ELF icon
622
e.l.f. Beauty
ELF
$7.38B
– –
-43
Closed -$1K
FIBK icon
623
First Interstate BancSystem
FIBK
$3.41B
$0 ﹤0.01%
6
– –
FLGT icon
624
Fulgent Genetics
FLGT
$674M
$0 ﹤0.01%
5
– –
FORD icon
625
Forward Industries
FORD
$24.2M
$0 ﹤0.01%
10
– –
23 24
25
26 27