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
$98M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$4.04M
3
+$3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.89M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M

Top Sells

1
+$1.98M
2
+$1.97M
3
+$1.96M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.87%
3 Industrials 5.54%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.46%
1,064
52
$447K 0.46%
3,939
-253
53
$436K 0.44%
4,058
+1,945
54
$432K 0.44%
15,696
-366
55
$426K 0.43%
2,434
-258
56
$419K 0.43%
1,616
-55
57
$415K 0.42%
3,488
-5,572
58
$412K 0.42%
3,742
-45
59
$404K 0.41%
3,614
-4,263
60
$403K 0.41%
518
-814
61
$392K 0.4%
+1,300
62
$384K 0.39%
5,482
-759
63
$381K 0.39%
16,038
-20,900
64
$374K 0.38%
1,030
65
$362K 0.37%
+14,382
66
$359K 0.37%
6,625
-212
67
$356K 0.36%
+6,315
68
$356K 0.36%
4,670
-884
69
$354K 0.36%
+3,946
70
$352K 0.36%
1,716
-81
71
$347K 0.35%
2,869
-1,721
72
$347K 0.35%
+4,588
73
$344K 0.35%
+4,752
74
$343K 0.35%
5,174
-7,362
75
$342K 0.35%
2,119
-87
1 2
3
4 5