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
$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
176
$42.6K 0.03%
535
177
$40.3K 0.03%
1,023
-56
178
$40K 0.03%
600
179
$39.8K 0.03%
471
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180
$39.2K 0.03%
810
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181
$39K 0.03%
593
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182
$38.2K 0.03%
407
+2
183
$37.5K 0.03%
700
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184
$37.3K 0.03%
420
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185
$36.8K 0.03%
1,230
-1,182
186
$35.8K 0.03%
1,780
187
$35.7K 0.03%
462
188
$35.3K 0.03%
1,425
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189
$35K 0.03%
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$34.3K 0.03%
+1,430
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$34K 0.03%
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$32.4K 0.03%
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195
$32.1K 0.02%
451
196
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634
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197
$31.8K 0.02%
385
198
$31.4K 0.02%
558
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199
$30.9K 0.02%
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200
$30.9K 0.02%
401
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