CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
+2.77%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$98.4M
AUM Growth
-$269K
(-0.27%)
Cap. Flow
-$2.31M
Cap. Flow
% of AUM
-2.35%
Top 10 Holdings %
Top 10 Hldgs %
27.38%
Holding
751
New
75
Increased
207
Reduced
171
Closed
60
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.31M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.3M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.28M |
| 4 |
CTLT
CATALENT, INC.
CTLT
|
$853K |
| 5 |
Eli Lilly
LLY
|
$791K |
Top Sells
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$2.24M |
| 2 |
iShares 1-3 Year International Treasury Bond ETF
IGOV
|
$2.24M |
| 3 |
McKesson
MCK
|
$876K |
| 4 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$868K |
| 5 |
Walmart
WMT
|
$805K |
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Industrials | 9.35% |
| 3 | Healthcare | 7.77% |
| 4 | Consumer Staples | 7.08% |
| 5 | Consumer Discretionary | 4.41% |
