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
$129M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.7M
3
+$1.78M
4
BND icon
Vanguard Total Bond Market
BND
+$1.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

1
+$4.48M
2
+$3.54M
3
+$3.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.68M

Sector Composition

1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$353K 0.27%
+4,259
77
$345K 0.27%
6,854
-2,474
78
$344K 0.27%
18,701
-864
79
$341K 0.26%
1,030
80
$325K 0.25%
2,757
+4
81
$319K 0.25%
3,762
+29
82
$310K 0.24%
3,691
-730
83
$292K 0.23%
3,918
-240
84
$267K 0.21%
7,373
-1,372
85
$263K 0.2%
3,001
-243
86
$261K 0.2%
2,504
-9,193
87
$256K 0.2%
2,249
+10
88
$247K 0.19%
16,920
-2,590
89
$246K 0.19%
777
-4
90
$232K 0.18%
2,103
-84
91
$221K 0.17%
2,421
-211
92
$202K 0.16%
6,645
93
$201K 0.16%
4,000
94
$198K 0.15%
7,030
-5
95
$198K 0.15%
5,408
-170
96
$172K 0.13%
2,709
+18
97
$152K 0.12%
1,527
+2
98
$152K 0.12%
3,705
-1,658
99
$136K 0.11%
654
-16
100
$131K 0.1%
3,899
-2,411
2 3
4
5 6