CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
This Quarter Return
+3.74%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$98.7M
AUM Growth
+$98.7M
(-24%)
Cap. Flow
-$34.1M
Cap. Flow
% of AUM
-34.58%
Top 10 Holdings %
Top 10 Hldgs %
27.73%
Holding
725
New
98
Increased
145
Reduced
160
Closed
49
Top Buys
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$8.68M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$7.32M |
| 3 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$5.08M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
$3.18M |
| 5 |
iShares Core Total USD Bond Market ETF
IUSB
|
$2.73M |
Sector Composition
| 1 | Technology | 9.46% |
| 2 | Industrials | 8.11% |
| 3 | Healthcare | 7.83% |
| 4 | Consumer Staples | 6.53% |
| 5 | Financials | 5.58% |
