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
$115M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$9.9M
2 +$7.8M
3 +$5.63M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.67M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$3.96M

Top Sells

1 +$8.03M
2 +$2.13M
3 +$1.81M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.8M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.7M

Sector Composition

1 Technology 5.01%
2 Financials 2.93%
3 Consumer Staples 2.9%
4 Healthcare 2.29%
5 Industrials 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.9M 8.64%
+445,429
2
$9.44M 8.24%
414,198
+205,078
3
$9.26M 8.08%
144,638
-125,502
4
$7.8M 6.81%
+236,290
5
$5.63M 4.91%
+171,048
6
$3.96M 3.46%
+184,932
7
$3.39M 2.96%
+131,771
8
$3.19M 2.79%
70,650
-46,993
9
$2.51M 2.19%
+112,488
10
$2.47M 2.15%
+128,472
11
$2.39M 2.09%
13,989
-954
12
$2.32M 2.03%
+92,200
13
$2.17M 1.89%
4,850
-506
14
$2.16M 1.89%
83,496
-69,573
15
$1.87M 1.64%
39,910
+8,285
16
$1.79M 1.56%
3,583
-5
17
$1.78M 1.56%
19,284
+15,476
18
$1.74M 1.52%
11,109
-233
19
$1.48M 1.29%
16,121
-13,201
20
$1.42M 1.24%
11,870
-3,725
21
$1.32M 1.15%
+37,622
22
$1.25M 1.09%
5,947
-79
23
$1.22M 1.07%
11,940
-4,836
24
$1.16M 1.01%
6,369
-2,779
25
$1.11M 0.97%
+55,695