CWA

Clearview Wealth Advisors Portfolio holdings

AUM $144M
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
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
51
$503K 0.33%
2,352
+188
52
$485K 0.32%
13,947
+1,392
53
$481K 0.32%
2,470
+210
54
$478K 0.31%
5,824
+373
55
$470K 0.31%
24,875
+2,050
56
$458K 0.3%
5,784
+492
57
$446K 0.29%
10,144
-17,341
58
$446K 0.29%
25,012
-300
59
$443K 0.29%
18,244
-160,840
60
$438K 0.29%
6,465
+142
61
$429K 0.28%
2,529
+288
62
$429K 0.28%
12,427
-232
63
$424K 0.28%
5,592
-6,984
64
$423K 0.28%
15,520
-19,650
65
$418K 0.27%
14,640
+1,290
66
$406K 0.27%
1,150
-820
67
$394K 0.26%
8,774
-17,737
68
$391K 0.26%
1,618
-25
69
$373K 0.25%
15,271
-54,180
70
$369K 0.24%
3,697
+2
71
$354K 0.23%
9,394
-19,077
72
$334K 0.22%
2,708
+183
73
$318K 0.21%
2,899
-3,375
74
$314K 0.21%
2,260
-960
75
$308K 0.2%
6,203
-1,608
1 2
3
4 5