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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.3M
3
+$870K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$863K
5
RPM icon
RPM International
RPM
+$854K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.44M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.43%
3,753
-46
77
$344K 0.43%
2,707
-628
78
$342K 0.42%
11,897
+11,862
79
$333K 0.41%
1,802
-71
80
$327K 0.4%
866
-39
81
$327K 0.4%
+7,252
82
$322K 0.4%
+34,449
83
$320K 0.4%
4,671
+3,047
84
$316K 0.39%
3,015
-2,442
85
$316K 0.39%
2,034
-281
86
$311K 0.38%
5,286
-1,703
87
$305K 0.38%
+8,208
88
$304K 0.38%
18,315
-542
89
$299K 0.37%
15,636
-1,449
90
$295K 0.36%
1,030
91
$294K 0.36%
2,380
-75
92
$288K 0.36%
13,630
+13,146
93
$287K 0.36%
+1,067
94
$285K 0.35%
7,686
+7,676
95
$284K 0.35%
4,439
-8,936
96
$275K 0.34%
+12,962
97
$272K 0.34%
2,214
-62
98
$268K 0.33%
+2,219
99
$266K 0.33%
2,823
-596
100
$264K 0.33%
+10,912
2 3
4
5 6