CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
+$8.81M
2
+$6.82M
3
+$3.64M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.17M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.93M

Top Sells

1
+$3.98M
2
+$2.9M
3
+$1.51M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.37M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.36M

Sector Composition

1 Technology 4.91%
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
626
– –
-15
627
$0 ﹤0.01%
2
-24
628
$0 ﹤0.01%
11
629
$0 ﹤0.01%
100
630
– –
-100
631
$0 ﹤0.01%
5
632
– –
-500
633
$0 ﹤0.01%
13
634
– –
-9
635
– –
-16
636
– –
-30
637
$0 ﹤0.01%
8
-42
638
– –
-809
639
$0 ﹤0.01%
10
640
– –
-200
641
– –
-940
642
– –
-150
643
$0 ﹤0.01%
10
644
– –
0
645
$0 ﹤0.01%
5
+4
646
– –
-150
647
– –
-77
648
– –
-367
649
– –
-6
650
$0 ﹤0.01%
5
24 25
26
27 28