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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.3M
3
+$870K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$863K
5
RPM icon
RPM International
RPM
+$854K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.44M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$581K 0.72%
10,893
-1,254
52
$573K 0.71%
3,559
+3,494
53
$573K 0.71%
25,980
-20,753
54
$567K 0.7%
7,215
+7,198
55
$550K 0.68%
10,238
-278
56
$543K 0.67%
6,945
+6,929
57
$540K 0.67%
6,094
-16,281
58
$524K 0.65%
1,991
-56
59
$517K 0.64%
11,880
-3,110
60
$511K 0.63%
5,277
-101
61
$488K 0.6%
4,720
-515
62
$458K 0.57%
2,325
-186
63
$436K 0.54%
6,286
-166
64
$430K 0.53%
4,178
-236
65
$423K 0.52%
2,903
-67
66
$420K 0.52%
2,757
-68
67
$415K 0.51%
1,998
-90
68
$407K 0.5%
4,217
-161
69
$406K 0.5%
3,652
-159
70
$402K 0.5%
6,934
-632
71
$390K 0.48%
21,530
-2,180
72
$387K 0.48%
6,089
-1,071
73
$377K 0.47%
1,813
+8
74
$374K 0.46%
7,867
-2,586
75
$362K 0.45%
1,032
-100
1 2
3
4 5