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
251
$25K 0.02%
1,060
-100
252
$25K 0.02%
852
253
$24K 0.02%
432
254
$23K 0.02%
155
-5
255
$23K 0.02%
504
256
$23K 0.02%
722
-47
257
$23K 0.02%
3,780
+93
258
$23K 0.02%
1,259
+25
259
$23K 0.02%
472
+2
260
$23K 0.02%
165
-75
261
$23K 0.02%
330
-4
262
$23K 0.02%
613
+1
263
$23K 0.02%
1,239
+15
264
$23K 0.02%
939
-2,191
265
$23K 0.02%
+1,716
266
$23K 0.02%
731
+4
267
$22K 0.02%
280
268
$22K 0.02%
261
+1
269
$22K 0.02%
106
270
$22K 0.02%
368
271
$21K 0.02%
351
+21
272
$21K 0.02%
1,085
273
$20K 0.02%
385
+3
274
$20K 0.02%
480
+3
275
$20K 0.02%
+430
9 10
11
12 13