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
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.92M
3
+$3.66M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.4M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Sector Composition

1 Technology 4.92%
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
651
$0 ﹤0.01%
2
-24
652
$0 ﹤0.01%
11
653
$0 ﹤0.01%
100
654
– –
-100
655
$0 ﹤0.01%
5
656
– –
-500
657
$0 ﹤0.01%
13
658
– –
-9
659
– –
-16
660
– –
-30
661
$0 ﹤0.01%
8
-42
662
$0 ﹤0.01%
10
663
– –
-200
664
– –
-940
665
– –
-150
666
$0 ﹤0.01%
5
+4
667
– –
-150
668
– –
-77
669
– –
-56
670
– –
-200
671
$0 ﹤0.01%
3
672
– –
-273
673
– –
-63
674
– –
-12
675
$0 ﹤0.01%
1
25 26
27
28 29