CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
+$11M
2
+$2.52M
3
+$1.5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.15M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.13M

Top Sells

1
+$2.48M
2
+$2M
3
+$1.83M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.62M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.47M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.5%
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
276
$19K 0.01%
403
+380
277
$19K 0.01%
648
+2
278
$19K 0.01%
139
279
$19K 0.01%
67
280
$19K 0.01%
200
281
$19K 0.01%
111
282
$19K 0.01%
358
-2
283
$19K 0.01%
315
284
$19K 0.01%
274
285
$19K 0.01%
126
-114
286
$18K 0.01%
389
+2
287
$18K 0.01%
224
288
$18K 0.01%
3,325
+53
289
$18K 0.01%
125
290
$18K 0.01%
190
-5
291
$18K 0.01%
1,000
292
$18K 0.01%
874
293
$18K 0.01%
129
+1
294
$17K 0.01%
115
-60
295
$17K 0.01%
113
296
$17K 0.01%
626
+5
297
$16K 0.01%
452
-70
298
$16K 0.01%
290
299
$16K 0.01%
1,481
+1,181
300
$16K 0.01%
248
+35
10 11
12
13 14