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
$129M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.7M
3
+$1.78M
4
BND icon
Vanguard Total Bond Market
BND
+$1.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

1
+$4.48M
2
+$3.54M
3
+$3.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.68M

Sector Composition

1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$127 ﹤0.01%
20
602
$126 ﹤0.01%
3
603
$123 ﹤0.01%
10
604
$114 ﹤0.01%
1
605
$112 ﹤0.01%
5
606
$103 ﹤0.01%
10
607
$92 ﹤0.01%
+20
608
$89 ﹤0.01%
10
609
$81 ﹤0.01%
3
610
$74 ﹤0.01%
11
611
$67 ﹤0.01%
6
-13
612
$65 ﹤0.01%
20
-1,000
613
$65 ﹤0.01%
1
-30
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$44 ﹤0.01%
3
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$31 ﹤0.01%
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616
$29 ﹤0.01%
2
617
$17 ﹤0.01%
20
618
$8 ﹤0.01%
2
619
$3 ﹤0.01%
+1
620
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-451
621
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-100
622
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623
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624
– –
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625
– –
0
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