CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.86M
3
+$8.41M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$37K 0.02%
+441
227
$36K 0.02%
+803
228
$36K 0.02%
+380
229
$36K 0.02%
+251
230
$36K 0.02%
+372
231
$36K 0.02%
+3,605
232
$35K 0.02%
+479
233
$34K 0.02%
+971
234
$34K 0.02%
+62
235
$34K 0.02%
+420
236
$34K 0.02%
+598
237
$33K 0.02%
+1,107
238
$33K 0.02%
+671
239
$32K 0.02%
+318
240
$32K 0.02%
+118
241
$32K 0.02%
+1,050
242
$32K 0.02%
+88
243
$32K 0.02%
+306
244
$32K 0.02%
+1,561
245
$32K 0.02%
+961
246
$31K 0.02%
+920
247
$31K 0.02%
+148
248
$31K 0.02%
+255
249
$31K 0.02%
+703
250
$30K 0.02%
+1,538
8 9
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