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
126
$92.9K 0.07%
15,574
127
$91.8K 0.07%
1,835
+6
128
$88.5K 0.07%
874
+24
129
$87.4K 0.07%
1,535
+10
130
$85.3K 0.07%
788
-297
131
$84.1K 0.07%
448
+2
132
$82.9K 0.06%
653
+5
133
$80.7K 0.06%
3,744
-12,324
134
$80.5K 0.06%
2,493
-955
135
$79.8K 0.06%
321
136
$78.4K 0.06%
938
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137
$77.5K 0.06%
744
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138
$75.5K 0.06%
757
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139
$75.3K 0.06%
777
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140
$75.1K 0.06%
1,069
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$73.8K 0.06%
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142
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1,579
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$71.3K 0.06%
3,183
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144
$69.7K 0.05%
939
+10
145
$69.5K 0.05%
612
146
$69.3K 0.05%
983
+5
147
$69.2K 0.05%
1,514
-124
148
$68.7K 0.05%
207
+165
149
$67.9K 0.05%
308
+1
150
$67.9K 0.05%
585
+570
4 5
6
7 8