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
$98.7M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Sells

1 +$8.68M
2 +$7.32M
3 +$5.08M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Sector Composition

1 Technology 9.46%
2 Industrials 8.11%
3 Healthcare 7.83%
4 Consumer Staples 6.53%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$141K 0.14%
666
127
$140K 0.14%
1,350
-50
128
$135K 0.14%
598
-56
129
$134K 0.14%
2,872
+4
130
$130K 0.13%
3,125
-580
131
$126K 0.13%
5,409
-78,726
132
$125K 0.13%
491
133
$120K 0.12%
3,291
+64
134
$117K 0.12%
1,917
+11
135
$117K 0.12%
4,319
-21,557
136
$114K 0.12%
1,795
+9
137
$113K 0.11%
992
-18
138
$111K 0.11%
814
+4
139
$110K 0.11%
4,100
140
$109K 0.11%
2,325
141
$108K 0.11%
2,307
+9
142
$104K 0.11%
1,624
143
$104K 0.1%
1,057
+20
144
$103K 0.1%
2,957
-942
145
$103K 0.1%
4,908
-744
146
$101K 0.1%
2,696
+3
147
$99.5K 0.1%
1,990
+155
148
$96.2K 0.1%
1,382
+3
149
$95.4K 0.1%
997
+9
150
$94.2K 0.1%
15,574