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
$154M
AUM Growth
+$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
664
New
Increased
Reduced
Closed

Top Buys

1
+$7.27M
2
+$4.23M
3
+$3.36M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$3.35M
5
IGLB icon
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
+$2.19M

Top Sells

1
+$4.33M
2
+$3.32M
3
+$3.1M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.64M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$2M

Sector Composition

1 Technology 5.38%
2 Financials 4.05%
3 Healthcare 3.55%
4 Consumer Staples 3.4%
5 Industrials 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85K 0.06%
530
177
$85K 0.06%
350
178
$84K 0.05%
670
-12,400
179
$83K 0.05%
1,114
+98
180
$83K 0.05%
2,153
+17
181
$83K 0.05%
1,313
182
$83K 0.05%
223
+1
183
$82K 0.05%
1,335
+570
184
$81K 0.05%
1,555
185
$80K 0.05%
426
186
$80K 0.05%
4,450
+1,050
187
$79K 0.05%
1,021
188
$78K 0.05%
273
189
$77K 0.05%
1,079
+481
190
$76K 0.05%
418
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191
$76K 0.05%
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192
$76K 0.05%
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193
$75K 0.05%
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194
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195
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196
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742
197
$73K 0.05%
835
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198
$72K 0.05%
509
-77
199
$71K 0.05%
771
200
$70K 0.05%
820
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