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
$129M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.7M
3
+$1.78M
4
BND icon
Vanguard Total Bond Market
BND
+$1.72M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.51M

Top Sells

1
+$4.48M
2
+$3.54M
3
+$3.2M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2.46M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.68M

Sector Composition

1 Healthcare 4.77%
2 Technology 4.41%
3 Financials 4.2%
4 Industrials 3.86%
5 Consumer Staples 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.1%
666
-268
102
$126K 0.1%
330
-12
103
$124K 0.1%
1,400
-840
104
$118K 0.09%
1,906
+5
105
$114K 0.09%
5,652
-1,366
106
$114K 0.09%
491
+1
107
$113K 0.09%
1,786
+50
108
$112K 0.09%
2,868
-475
109
$111K 0.09%
2,693
-1,061
110
$111K 0.09%
3,227
+49
111
$110K 0.09%
2,107
+32
112
$110K 0.08%
810
+5
113
$105K 0.08%
4,464
-8,468
114
$105K 0.08%
1,037
115
$105K 0.08%
2,325
-90
116
$104K 0.08%
196
+8
117
$104K 0.08%
2,298
+141
118
$102K 0.08%
1,969
+7
119
$101K 0.08%
410
120
$98.5K 0.08%
1,379
-22
121
$95.5K 0.07%
1,010
-13
122
$95K 0.07%
1,624
123
$94.2K 0.07%
988
+6
124
$93.3K 0.07%
1,502
-250
125
$93K 0.07%
4,100
3 4
5
6 7