CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
701
– –
-50
702
– –
-40
703
$0 ﹤0.01%
5
-45
704
– –
-9
705
– –
-500
706
– –
-80
707
$0 ﹤0.01%
20
708
$0 ﹤0.01%
3
709
$0 ﹤0.01%
+100
710
$0 ﹤0.01%
10
711
– –
0
712
$0 ﹤0.01%
+25
713
$0 ﹤0.01%
20
714
– –
-1,864
715
$0 ﹤0.01%
+2
716
$0 ﹤0.01%
57
717
– –
-1,340
718
– –
-438
719
– –
-703
720
– –
-51
721
– –
-1,423
722
– –
-70
723
$0 ﹤0.01%
11
-56
25 26 27 28
29