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
$98.7M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
725
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.28M
3
+$2.27M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.7M
5
MKTX icon
MarketAxess Holdings
MKTX
+$1M

Top Sells

1
+$8.68M
2
+$7.32M
3
+$5.08M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Sector Composition

1 Technology 9.46%
2 Industrials 8.11%
3 Healthcare 7.83%
4 Consumer Staples 6.53%
5 Financials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$31.2K 0.03%
310
227
$30.4K 0.03%
418
-6,658
228
$30.4K 0.03%
562
+4
229
$30K 0.03%
775
+8
230
$29.8K 0.03%
551
+70
231
$29.8K 0.03%
394
-7
232
$29.7K 0.03%
132
+1
233
$29.4K 0.03%
317
-70
234
$29.1K 0.03%
80
+1
235
$28.3K 0.03%
1,160
-1,260
236
$28.2K 0.03%
+350
237
$27.9K 0.03%
213
238
$27.8K 0.03%
993
239
$27.7K 0.03%
769
-11
240
$27.2K 0.03%
479
+2
241
$27.1K 0.03%
1,224
242
$26.6K 0.03%
+182
243
$26.2K 0.03%
636
+2
244
$26.2K 0.03%
614
245
$26K 0.03%
+358
246
$25.5K 0.03%
280
247
$25.3K 0.03%
+500
248
$25.2K 0.03%
2,104
+14
249
$24.7K 0.03%
+944
250
$24.6K 0.02%
214
-574
8 9
10
11 12