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
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1
+$8.58M
2
+$6.92M
3
+$3.66M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88M

Top Sells

1
+$3.91M
2
+$2.9M
3
+$1.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.4M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Sector Composition

1 Technology 4.92%
2 Healthcare 4.13%
3 Financials 4.11%
4 Industrials 3.15%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$141K 0.09%
15,574
102
$138K 0.09%
1,521
-472
103
$138K 0.09%
4,589
-16,944
104
$138K 0.09%
3,367
+8
105
$137K 0.09%
2,641
-3,004
106
$137K 0.09%
1,224
-43
107
$136K 0.09%
2,127
+4
108
$135K 0.09%
+1,883
109
$135K 0.09%
2,089
-22
110
$135K 0.09%
+1,623
111
$135K 0.09%
299
+34
112
$132K 0.09%
2,606
+100
113
$130K 0.09%
1,023
+12
114
$130K 0.09%
2,450
-5,136
115
$129K 0.08%
1,314
+7
116
$128K 0.08%
1,606
-15,630
117
$126K 0.08%
2,215
-10
118
$126K 0.08%
2,695
-2,650
119
$125K 0.08%
1,799
-434
120
$124K 0.08%
2,670
+2,472
121
$124K 0.08%
1,624
122
$122K 0.08%
7,241
+6,514
123
$121K 0.08%
1,278
+7
124
$121K 0.08%
4,614
-12,675
125
$120K 0.08%
2,351
-6,316
3 4
5
6 7