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
251
$30K 0.02%
+451
252
$29K 0.02%
+350
253
$29K 0.02%
+462
254
$29K 0.02%
+1,130
255
$29K 0.02%
+872
256
$29K 0.02%
+1,160
257
$29K 0.02%
+76
258
$29K 0.02%
+921
259
$28K 0.02%
+334
260
$28K 0.02%
+447
261
$28K 0.02%
+250
262
$27K 0.02%
+224
263
$27K 0.02%
+444
264
$27K 0.02%
+221
265
$27K 0.02%
+598
266
$27K 0.02%
+357
267
$27K 0.02%
+532
268
$27K 0.02%
+429
269
$27K 0.02%
+1,111
270
$26K 0.02%
+1,116
271
$26K 0.02%
+1,668
272
$25K 0.02%
+105
273
$25K 0.02%
+2,222
274
$25K 0.02%
+556
275
$25K 0.02%
+900
9 10
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