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
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