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
201
$66K 0.04%
4,100
202
$66K 0.04%
2,055
+16
203
$65K 0.04%
340
+85
204
$65K 0.04%
+1,506
205
$65K 0.04%
431
+2
206
$65K 0.04%
342
-127
207
$63K 0.04%
418
208
$63K 0.04%
1,050
209
$62K 0.04%
2,813
+1,275
210
$62K 0.04%
315
+30
211
$62K 0.04%
1,593
+8
212
$61K 0.04%
1,160
-6,228
213
$60K 0.04%
580
+80
214
$58K 0.04%
1,540
+640
215
$58K 0.04%
260
+1
216
$57K 0.04%
313
217
$56K 0.04%
1,800
218
$56K 0.04%
737
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219
$54K 0.04%
3,077
220
$53K 0.03%
801
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221
$53K 0.03%
116
222
$53K 0.03%
336
223
$51K 0.03%
600
224
$51K 0.03%
460
-250
225
$50K 0.03%
1,698
+139
7 8
9
10 11