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
$98M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$9.7M
2
+$4.04M
3
+$3M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.89M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.71M

Top Sells

1
+$1.98M
2
+$1.97M
3
+$1.96M
4
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$1.96M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.14M

Sector Composition

1 Technology 6.94%
2 Healthcare 5.87%
3 Industrials 5.54%
4 Consumer Staples 3.91%
5 Financials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-855
127
– –
-37,889
128
– –
-5,117
129
– –
-4,183
130
– –
-73,137
131
– –
-3,609
132
– –
-6,788
2 3 4 5
6