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
$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
1
$11.4M 7.42%
436,817
+127,926
2
$10.3M 6.66%
112,903
-22,019
3
$8.19M 5.31%
175,724
-25,761
4
$7.27M 4.72%
+285,382
5
$4.23M 2.74%
+82,992
6
$4.21M 2.73%
167,652
-15,125
7
$3.59M 2.33%
88,177
-10,769
8
$3.54M 2.3%
115,536
-11,762
9
$3.36M 2.18%
+130,920
10
$3.35M 2.17%
33,297
-4,500
11
$2.8M 1.82%
27,344
-155
12
$2.59M 1.68%
23,875
-5,885
13
$2.41M 1.56%
10,215
+4
14
$2.21M 1.43%
33,160
+32,842
15
$2.16M 1.4%
+86,852
16
$2.05M 1.33%
37,489
-60,804
17
$1.9M 1.24%
15,587
-184
18
$1.85M 1.2%
36,912
+4,862
19
$1.77M 1.15%
16,720
+301
20
$1.71M 1.11%
+58,431
21
$1.69M 1.1%
19,586
-3,385
22
$1.68M 1.09%
53,643
+12,450
23
$1.63M 1.06%
14,917
-1,802
24
$1.44M 0.93%
24,771
+1,361
25
$1.37M 0.89%
19,781
-13,789
1
2 3 4 5