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 Buys

1
+$10.3M
2
+$2.36M
3
+$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.06M

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
226
$32K 0.02%
1,100
+900
227
$31K 0.02%
225
+1
228
$31K 0.02%
451
229
$30K 0.02%
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$30K 0.02%
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231
$29K 0.02%
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232
$29K 0.02%
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233
$29K 0.02%
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234
$29K 0.02%
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235
$29K 0.02%
527
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236
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237
$29K 0.02%
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238
$28K 0.02%
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239
$27K 0.02%
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$27K 0.02%
310
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249
$25K 0.02%
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250
$25K 0.02%
292
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