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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$254K 0.16%
1,051
102
$243K 0.16%
2,360
103
$241K 0.16%
8,130
-45,934
104
$237K 0.15%
3,860
-5,981
105
$236K 0.15%
2,165
-1,388
106
$229K 0.15%
+6,807
107
$223K 0.14%
4,212
+26
108
$220K 0.14%
865
-72
109
$217K 0.14%
1,983
+3
110
$208K 0.14%
+1,972
111
$206K 0.13%
1,068
-174
112
$198K 0.13%
1,072
-130
113
$196K 0.13%
21,674
-14,000
114
$193K 0.13%
3,989
115
$192K 0.12%
+1,266
116
$189K 0.12%
5,335
+150
117
$187K 0.12%
1,690
-1,165
118
$179K 0.12%
3,198
+655
119
$172K 0.11%
3,913
+421
120
$172K 0.11%
+12,329
121
$169K 0.11%
4,342
-18,422
122
$157K 0.1%
3,333
+7
123
$155K 0.1%
6,040
-6,720
124
$153K 0.1%
1,880
+13
125
$153K 0.1%
2,768
+250
3 4
5
6 7