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
251
$24.4K 0.02%
504
252
$24K 0.02%
931
253
$24K 0.02%
960
254
$23.9K 0.02%
1,656
+6
255
$23.5K 0.02%
4,097
+112
256
$23.4K 0.02%
126
257
$23.3K 0.02%
469
-87
258
$23.1K 0.02%
380
259
$22.9K 0.02%
296
+2
260
$22.8K 0.02%
215
261
$22.4K 0.02%
139
262
$22.4K 0.02%
1,449
263
$22.3K 0.02%
875
264
$22.2K 0.02%
291
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265
$22.2K 0.02%
386
266
$21.7K 0.02%
571
-300
267
$21.4K 0.02%
491
+61
268
$21.4K 0.02%
274
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$21.3K 0.02%
310
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132
+1
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2,887
-130
272
$20.9K 0.02%
1,346
+30
273
$20.6K 0.02%
107
274
$20.4K 0.02%
67
275
$20.3K 0.02%
484
+1
9 10
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