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
$133M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Sells

1 +$2.28M
2 +$1.91M
3 +$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$13.9M 10.42%
313,754
-30,522
2
$13.9M 10.42%
582,294
+432,219
3
$9.89M 7.41%
117,913
-27,195
4
$7.28M 5.45%
304,375
-56,838
5
$6.52M 4.88%
272,284
-66,954
6
$4.54M 3.4%
104,548
-20,006
7
$4.45M 3.34%
95,134
-15,400
8
$3.87M 2.9%
138,514
+33,736
9
$2.45M 1.83%
30,413
-5,508
10
$2.4M 1.8%
97,481
-34,510
11
$2.36M 1.77%
+101,566
12
$2.07M 1.55%
14,322
+55
13
$2M 1.5%
7,778
+53
14
$1.88M 1.4%
19,236
-3,750
15
$1.43M 1.07%
+14,222
16
$1.34M 1%
32,739
-16,620
17
$1.27M 0.95%
18,119
-4,107
18
$1.26M 0.94%
42,421
+37,832
19
$1.26M 0.94%
9,209
+255
20
$1.23M 0.92%
11,337
+192
21
$1.17M 0.88%
37,648
+1,806
22
$1.06M 0.8%
+11,945
23
$983K 0.74%
6,419
+144
24
$966K 0.72%
5,444
+127
25
$948K 0.71%
13,673
+12,050