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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$414K 0.27%
8,350
-7,754
77
$409K 0.27%
3,167
-19
78
$404K 0.26%
13,392
-102,708
79
$380K 0.25%
3,121
-1,126
80
$379K 0.25%
6,185
-26
81
$373K 0.24%
6,638
-401
82
$369K 0.24%
3,403
-115
83
$351K 0.23%
2,701
+1,022
84
$351K 0.23%
1,447
+289
85
$347K 0.23%
12,046
-109
86
$342K 0.22%
7,483
+632
87
$334K 0.22%
2,401
-6
88
$331K 0.21%
4,779
-40
89
$328K 0.21%
12,706
+11,576
90
$325K 0.21%
3,557
-134
91
$323K 0.21%
19,411
-469
92
$322K 0.21%
7,430
+19
93
$307K 0.2%
2,023
-8
94
$301K 0.2%
5,178
+8
95
$300K 0.19%
4,333
96
$289K 0.19%
1,831
-9
97
$285K 0.18%
1,405
-314
98
$285K 0.18%
935
-2
99
$265K 0.17%
4,638
+906
100
$260K 0.17%
17,330
-95,280
2 3
4
5 6