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
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.92M
3
+$3.66M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.4M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Sector Composition

1 Technology 4.92%
2 Healthcare 4.13%
3 Financials 4.11%
4 Industrials 3.15%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.2%
2,791
+3
77
$299K 0.2%
2,220
+6
78
$291K 0.19%
2,775
-7,923
79
$289K 0.19%
8,476
-1,118
80
$275K 0.18%
2,751
-563
81
$251K 0.16%
4,333
-200
82
$250K 0.16%
3,030
+258
83
$247K 0.16%
1,030
84
$235K 0.15%
5,685
-8,320
85
$231K 0.15%
4,333
-609
86
$231K 0.15%
6,160
+2,152
87
$208K 0.14%
693
-397
88
$194K 0.13%
6,540
-35,409
89
$183K 0.12%
2,945
-796
90
$181K 0.12%
1,115
-1,232
91
$169K 0.11%
3,059
+1,080
92
$167K 0.11%
1,638
-6,716
93
$165K 0.11%
1,199
-8
94
$165K 0.11%
1,650
-3,360
95
$161K 0.11%
6,302
-22,240
96
$158K 0.1%
714
-1,267
97
$157K 0.1%
1,277
-86
98
$156K 0.1%
3,318
+91
99
$149K 0.1%
3,470
-1,182
100
$146K 0.1%
765
2 3
4
5 6