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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$2.3M
3
+$870K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$863K
5
RPM icon
RPM International
RPM
+$854K

Top Sells

1
+$2.63M
2
+$2.31M
3
+$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.44M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.33%
2,079
+2
102
$258K 0.32%
10,165
-400
103
$258K 0.32%
3,696
-176
104
$257K 0.32%
7,753
-653
105
$247K 0.31%
12,121
+11,976
106
$244K 0.3%
10,349
-724
107
$232K 0.29%
1,837
-206
108
$223K 0.28%
2,972
-260
109
$221K 0.27%
4,389
-939
110
$219K 0.27%
4,138
-132
111
$208K 0.26%
1,768
-129
112
$206K 0.26%
3,580
-143
113
$204K 0.25%
6,645
114
$204K 0.25%
4,000
115
$91.4K 0.11%
15,574
116
– –
-34
117
– –
-10
118
– –
-5
119
– –
-135
120
– –
-4
121
– –
-6,995
122
– –
-1,130
123
– –
-53
124
– –
-466
125
– –
-41
3 4
5
6 7