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
$98M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$4.04M
3
+$3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.89M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M

Top Sells

1
+$1.98M
2
+$1.97M
3
+$1.96M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.87%
3 Industrials 5.54%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$342K 0.35%
+5,495
77
$339K 0.35%
2,983
-2,282
78
$336K 0.34%
817
-36
79
$331K 0.34%
2,278
-112
80
$325K 0.33%
5,049
-9,622
81
$324K 0.33%
17,664
-561
82
$322K 0.33%
3,808
-1,264
83
$321K 0.33%
4,378
-5,933
84
$313K 0.32%
3,740
-1,944
85
$312K 0.32%
+733
86
$304K 0.31%
4,615
-397
87
$301K 0.31%
+1,414
88
$296K 0.3%
4,228
-54
89
$289K 0.29%
2,611
-120
90
$273K 0.28%
1,496
-512
91
$261K 0.27%
+6,197
92
$252K 0.26%
1,736
-77
93
$247K 0.25%
1,936
-61
94
$246K 0.25%
+4,265
95
$242K 0.25%
2,682
-8,119
96
$240K 0.25%
+2,587
97
$227K 0.23%
+1,235
98
$224K 0.23%
+2,493
99
$223K 0.23%
6,761
-234
100
$219K 0.22%
3,873
-106
2 3
4
5 6