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
126
$152K 0.1%
319
+8
127
$152K 0.1%
3,485
+1,085
128
$152K 0.1%
+4,956
129
$149K 0.1%
2,405
-3,111
130
$149K 0.1%
1,236
-7,572
131
$147K 0.1%
2,790
-4,881
132
$146K 0.09%
2,763
+14
133
$145K 0.09%
+5,660
134
$144K 0.09%
1,901
+1
135
$143K 0.09%
2,304
+80
136
$141K 0.09%
1,953
+272
137
$132K 0.09%
1,049
-343
138
$125K 0.08%
2,456
+13
139
$125K 0.08%
1,222
-620
140
$124K 0.08%
2,532
+16
141
$123K 0.08%
3,065
-1,417
142
$121K 0.08%
426
-20
143
$120K 0.08%
1,021
+2
144
$117K 0.08%
1,827
+1,571
145
$115K 0.07%
2,443
-1,173
146
$114K 0.07%
514
+1
147
$112K 0.07%
1,891
+1,734
148
$109K 0.07%
1,838
+7
149
$107K 0.07%
935
+3
150
$106K 0.07%
1,624
-1,356
4 5
6
7 8