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
151
$67.7K 0.05%
1,210
152
$67K 0.05%
2,777
+202
153
$65.1K 0.05%
632
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154
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755
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155
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156
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1,305
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157
$61.5K 0.05%
168
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$61.3K 0.05%
670
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159
$59.4K 0.05%
878
160
$57.5K 0.04%
799
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161
$57.5K 0.04%
2,420
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162
$57.1K 0.04%
1,631
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$56K 0.04%
590
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164
$55.2K 0.04%
4,745
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165
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166
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168
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170
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171
$49.4K 0.04%
349
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$49.2K 0.04%
381
173
$47.2K 0.04%
237
-20
174
$45K 0.03%
293
+5
175
$43.1K 0.03%
513
5 6
7
8 9