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
$129M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.7M
3
+$1.78M
4
BND icon
Vanguard Total Bond Market
BND
+$1.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

1
+$4.48M
2
+$3.54M
3
+$3.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.68M

Sector Composition

1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$604K 0.47%
6,287
-25
52
$598K 0.46%
5,439
-196
53
$595K 0.46%
3,928
+18
54
$580K 0.45%
1,270
-19
55
$572K 0.44%
2,670
+11
56
$563K 0.43%
3,856
+3,729
57
$559K 0.43%
6,661
+26
58
$556K 0.43%
2,521
-3
59
$548K 0.42%
8,569
-710
60
$538K 0.42%
1,254
+16
61
$493K 0.38%
15,298
+8
62
$492K 0.38%
7,076
-2,384
63
$484K 0.37%
26,796
-113
64
$475K 0.37%
6,205
-23
65
$467K 0.36%
15,981
+93
66
$437K 0.34%
25,445
-6,420
67
$432K 0.33%
7,160
+658
68
$420K 0.32%
10,778
+10,775
69
$412K 0.32%
2,838
-92
70
$402K 0.31%
3,499
+4
71
$397K 0.31%
2,925
+21
72
$392K 0.3%
14,817
-280
73
$372K 0.29%
18,974
-4,689
74
$360K 0.28%
1,166
75
$357K 0.28%
1,119
+1,081
1 2
3
4 5