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
$80.8M
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
703
New
Increased
Reduced
Closed

Top Buys

1 +$2.35M
2 +$2.3M
3 +$870K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$863K
5
RPM icon
RPM International
RPM
+$854K

Top Sells

1 +$2.63M
2 +$2.31M
3 +$2.28M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.44M
5
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$954K

Sector Composition

1 Technology 11.81%
2 Healthcare 8.54%
3 Consumer Staples 8.11%
4 Industrials 7.83%
5 Energy 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.37M 6.64%
106,746
+2,449
2
$3.29M 4.08%
139,536
+13,623
3
$2.42M 3%
14,111
+844
4
$2.36M 2.92%
26,106
+26,029
5
$2.3M 2.84%
+84,670
6
$1.98M 2.45%
11,728
-366
7
$1.77M 2.19%
5,596
-243
8
$1.64M 2.03%
74,272
-268
9
$1.63M 2.02%
17,402
-10,154
10
$1.59M 1.97%
4,054
-75
11
$1.24M 1.54%
3,216
+318
12
$1.23M 1.53%
28,201
-595
13
$1.23M 1.52%
3,004
+73
14
$1.19M 1.47%
7,025
+3,956
15
$1.14M 1.41%
8,623
-387
16
$1.05M 1.3%
6,124
-1,270
17
$1.02M 1.27%
20,935
+3,279
18
$991K 1.23%
13,594
+1,163
19
$967K 1.2%
4,335
+271
20
$966K 1.2%
10,881
+264
21
$921K 1.14%
14,817
+1,219
22
$918K 1.14%
18,410
+17,310
23
$911K 1.13%
11,880
+959
24
$887K 1.1%
11,796
-233
25
$874K 1.08%
20,417
+20,330