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
276
$20.1K 0.02%
111
277
$19.7K 0.02%
744
+424
278
$19.6K 0.02%
484
-220
279
$19.5K 0.02%
93
+1
280
$18.9K 0.02%
141
+4
281
$18.9K 0.02%
631
+1
282
$18.9K 0.02%
224
283
$18.8K 0.02%
274
284
$18.8K 0.02%
213
+13
285
$18.8K 0.02%
569
+11
286
$18.7K 0.02%
489
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287
$18.1K 0.02%
455
288
$18.1K 0.02%
180
-30
289
$17.8K 0.02%
3,497
+60
290
$17.7K 0.02%
219
-55
291
$17.7K 0.02%
392
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$17.6K 0.02%
291
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$17.4K 0.02%
680
294
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1,098
+32
295
$17.2K 0.02%
226
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296
$16.9K 0.02%
340
-100
297
$16.7K 0.02%
320
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298
$16.6K 0.02%
113
299
$16.4K 0.02%
379
-104
300
$16.1K 0.02%
131
10 11
12
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