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
$115M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$7.8M
3
+$5.63M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.67M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.96M

Top Sells

1
+$8.03M
2
+$2.13M
3
+$1.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.7M

Sector Composition

1 Technology 5.01%
2 Financials 2.93%
3 Consumer Staples 2.9%
4 Healthcare 2.29%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$456K 0.4%
+17,186
52
$454K 0.4%
2,116
-102
53
$446K 0.39%
2,705
-91
54
$443K 0.39%
9,327
-439
55
$433K 0.38%
1,064
56
$421K 0.37%
3,742
57
$415K 0.36%
14,994
-702
58
$414K 0.36%
3,756
-183
59
$394K 0.34%
1,544
-72
60
$387K 0.34%
2,346
-88
61
$375K 0.33%
1,703
-77
62
$367K 0.32%
6,852
-15,800
63
$362K 0.32%
1,685
-2,242
64
$349K 0.3%
1,635
-81
65
$341K 0.3%
5,209
-273
66
$340K 0.3%
1,030
67
$338K 0.29%
2,847
-22
68
$337K 0.29%
4,312
-358
69
$336K 0.29%
16,887
-777
70
$335K 0.29%
4,544
-208
71
$334K 0.29%
+12,170
72
$327K 0.29%
2,175
-103
73
$320K 0.28%
+10,807
74
$315K 0.27%
2,024
-95
75
$296K 0.26%
2,845
-138
1 2
3
4 5