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
201
$30.5K 0.02%
608
202
$30.4K 0.02%
871
+6
203
$30K 0.02%
213
-31
204
$29.2K 0.02%
+767
205
$29.1K 0.02%
1,650
+4
206
$28.2K 0.02%
189
-10
207
$27.7K 0.02%
704
-400
208
$27.7K 0.02%
131
+1
209
$27.5K 0.02%
310
210
$27.5K 0.02%
79
-16
211
$27.4K 0.02%
556
-5,006
212
$27.2K 0.02%
993
213
$27.2K 0.02%
940
-620
214
$27K 0.02%
1,224
-15
215
$26.7K 0.02%
1,449
+1,040
216
$26.2K 0.02%
504
217
$25.5K 0.02%
477
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218
$25.3K 0.02%
481
219
$25.3K 0.02%
740
+5
220
$25.2K 0.02%
+2,090
221
$25K 0.02%
215
222
$24.9K 0.02%
202
-80
223
$24.7K 0.02%
499
224
$24.7K 0.02%
480
-40
225
$24.5K 0.02%
2,190
-3,110
7 8
9
10 11