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
126
$118K 0.08%
2,137
-66
127
$117K 0.08%
539
-38
128
$117K 0.08%
2,368
-11,528
129
$115K 0.08%
797
+3
130
$113K 0.07%
1,111
+7
131
$112K 0.07%
3,044
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132
$111K 0.07%
1,529
-79
133
$104K 0.07%
2,760
+12
134
$101K 0.07%
4,100
135
$99K 0.07%
2,042
-191
136
$98K 0.06%
545
137
$96K 0.06%
3,709
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138
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187
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139
$95K 0.06%
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140
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425
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141
$94K 0.06%
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146
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147
$88K 0.06%
880
148
$87K 0.06%
999
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149
$84K 0.06%
1,555
150
$84K 0.06%
1,780
-140
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6
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