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
$152M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
727
New
Increased
Reduced
Closed

Top Buys

1 +$8.58M
2 +$6.92M
3 +$3.66M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$3.21M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.88M

Top Sells

1 +$3.91M
2 +$2.9M
3 +$1.55M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.4M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.36M

Sector Composition

1 Technology 4.92%
2 Healthcare 4.13%
3 Financials 4.11%
4 Industrials 3.15%
5 Consumer Staples 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.3M 12.01%
344,276
+130,297
2
$14.7M 9.66%
145,108
+31,671
3
$9M 5.91%
361,213
+75,295
4
$8.58M 5.63%
+339,238
5
$6.26M 4.11%
124,554
+17,404
6
$5.49M 3.6%
110,534
+22,704
7
$3.95M 2.59%
150,075
+139,074
8
$3.66M 2.41%
131,991
-27,210
9
$3.46M 2.27%
35,921
-12,728
10
$3.18M 2.09%
104,778
-44,788
11
$2.42M 1.59%
74,104
+20,987
12
$2.38M 1.56%
7,725
-1,919
13
$2.34M 1.54%
22,986
+1,803
14
$2.32M 1.53%
14,267
-282
15
$2.24M 1.47%
94,412
-5,924
16
$1.98M 1.3%
49,359
+18,535
17
$1.77M 1.16%
23,134
-2,487
18
$1.72M 1.13%
22,226
-19,985
19
$1.62M 1.06%
15,499
-7,293
20
$1.56M 1.03%
8,954
-5,581
21
$1.48M 0.97%
35,842
+2,849
22
$1.44M 0.94%
13,936
-1,735
23
$1.37M 0.9%
10,204
+1,902
24
$1.32M 0.87%
11,145
+112
25
$1.08M 0.71%
7,921
-322