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
$158M
AUM Growth
-$4.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.98M
3 +$1.96M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.78M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$1.29M

Sector Composition

1 Technology 6.08%
2 Financials 4.59%
3 Consumer Staples 3.59%
4 Healthcare 3.53%
5 Industrials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.9M 6.9%
110,653
+2,558
2
$9.11M 5.77%
180,622
+3,455
3
$7.63M 4.84%
287,774
-169,578
4
$6.35M 4.02%
248,762
-91,908
5
$5.17M 3.27%
101,622
+2,469
6
$4.85M 3.07%
161,213
+85,166
7
$4.74M 3%
44,472
+12,086
8
$4.64M 2.94%
42,877
+18,085
9
$3.59M 2.27%
142,980
-14,954
10
$3.06M 1.94%
57,518
+2,537
11
$2.93M 1.85%
10,385
+352
12
$2.68M 1.7%
26,619
-1,197
13
$2.45M 1.55%
65,707
-25,810
14
$2.42M 1.53%
96,648
-2,420
15
$2.13M 1.35%
15,077
-717
16
$2.06M 1.3%
78,518
+27,056
17
$2.06M 1.3%
67,093
-23,259
18
$1.99M 1.26%
63,598
+56,734
19
$1.98M 1.25%
+19,504
20
$1.87M 1.19%
30,770
+2,745
21
$1.75M 1.11%
23,808
+5,491
22
$1.73M 1.1%
37,894
+1,734
23
$1.72M 1.09%
21,865
-5,107
24
$1.48M 0.94%
3,288
-79
25
$1.39M 0.88%
13,709
+661