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
$115M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$7.8M
3
+$5.63M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.67M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.96M

Top Sells

1
+$8.03M
2
+$2.13M
3
+$1.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.7M

Sector Composition

1 Technology 5.01%
2 Financials 2.93%
3 Consumer Staples 2.9%
4 Healthcare 2.29%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$292K 0.25%
781
-36
77
$289K 0.25%
3,269
-677
78
$280K 0.24%
6,761
79
$277K 0.24%
3,301
-439
80
$276K 0.24%
4,248
-367
81
$271K 0.24%
12,308
-9,772
82
$270K 0.24%
2,532
-79
83
$262K 0.23%
6,315
-310
84
$262K 0.23%
1,436
-60
85
$255K 0.22%
4,026
-202
86
$251K 0.22%
1,655
-81
87
$241K 0.21%
2,478
-10,223
88
$233K 0.2%
1,850
-86
89
$229K 0.2%
3,184
+177
90
$226K 0.2%
+1,242
91
$218K 0.19%
+1,185
92
$215K 0.19%
+1,870
93
$206K 0.18%
+7,934
94
$203K 0.18%
3,695
-178
95
$61.2K 0.05%
15,574
96
– –
-1,414
97
– –
-518
98
– –
-4,588
99
– –
-8,326
100
– –
-3,614
1 2 3
4
5