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
$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
1
$12.7M 9.82%
504,846
-140,505
2
$11.8M 9.13%
262,611
-71,191
3
$7.85M 6.07%
92,652
-29,041
4
$4.72M 3.65%
206,846
-71,588
5
$4.02M 3.11%
89,570
-3,186
6
$3.37M 2.61%
148,461
-197,116
7
$3.17M 2.45%
69,072
-22,540
8
$2.93M 2.27%
8,347
+8,344
9
$2.81M 2.17%
25,954
+24,922
10
$2.8M 2.16%
30,157
+11,431
11
$2.61M 2.02%
14,529
-12
12
$2.6M 2.01%
31,004
-12,809
13
$1.94M 1.5%
84,135
-23,745
14
$1.81M 1.4%
7,541
-237
15
$1.78M 1.38%
+27,049
16
$1.72M 1.33%
+23,915
17
$1.51M 1.17%
+20,118
18
$1.4M 1.08%
19,442
-3,810
19
$1.39M 1.07%
9,142
+8,059
20
$1.31M 1.02%
+22,729
21
$1.3M 1.01%
31,817
+23,966
22
$1.26M 0.97%
11,477
-13
23
$1.17M 0.9%
8,996
-297
24
$1.11M 0.86%
33,491
-5,183
25
$1.09M 0.84%
8,116
-19