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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.44%
9,999
+777
52
$672K 0.44%
13,397
-14,580
53
$660K 0.43%
6,102
+608
54
$612K 0.4%
9,697
-55
55
$608K 0.39%
2,380
56
$605K 0.39%
5,211
-314
57
$590K 0.38%
4,168
+2,250
58
$578K 0.38%
1,565
+128
59
$578K 0.38%
4,269
-10
60
$571K 0.37%
6,332
-37
61
$526K 0.34%
3,963
+23
62
$475K 0.31%
35,600
+5,640
63
$473K 0.31%
20,694
+1,499
64
$467K 0.3%
14,620
+278
65
$463K 0.3%
11,233
+4,290
66
$459K 0.3%
13,715
+6,069
67
$453K 0.29%
4,478
+4,468
68
$452K 0.29%
6,144
-172
69
$443K 0.29%
2,042
-8
70
$441K 0.29%
5,498
+56
71
$433K 0.28%
1,741
+215
72
$427K 0.28%
4,483
-3,216
73
$424K 0.28%
2,003
+55
74
$423K 0.27%
2,877
-27
75
$417K 0.27%
11,520
-63
1 2
3
4 5