CWA
Clearview Wealth Advisors Portfolio holdings
AUM
$144M
1-Year Return
11.7%
This Quarter Return
-3.72%
1 Year Return
+11.7%
3 Year Return
+39.05%
5 Year Return
–
10 Year Return
–
AUM
$80.8M
AUM Growth
-$17.7M
(-18%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-17.62%
Top 10 Holdings %
Top 10 Hldgs %
30.15%
Holding
703
New
14
Increased
34
Reduced
63
Closed
584
Top Buys
| 1 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$2.35M |
| 2 |
SPDR Bloomberg International Corporate Bond ETF
IBND
|
+$2.3M |
| 3 |
Sprouts Farmers Market
SFM
|
+$870K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$863K |
| 5 |
RPM International
RPM
|
+$854K |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$2.63M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.31M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.28M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.44M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
+$954K |
Sector Composition
| 1 | Technology | 11.81% |
| 2 | Healthcare | 8.54% |
| 3 | Consumer Staples | 8.11% |
| 4 | Industrials | 7.83% |
| 5 | Energy | 3.83% |
