CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.86M
3
+$8.41M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.32%
2 Consumer Staples 3.62%
3 Financials 3.45%
4 Healthcare 3.4%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19K 0.01%
+591
302
$19K 0.01%
+3,075
303
$19K 0.01%
+401
304
$19K 0.01%
+506
305
$19K 0.01%
+412
306
$19K 0.01%
+143
307
$18K 0.01%
+612
308
$18K 0.01%
+111
309
$18K 0.01%
+200
310
$18K 0.01%
+112
311
$18K 0.01%
+132
312
$18K 0.01%
+139
313
$17K 0.01%
+200
314
$17K 0.01%
+320
315
$17K 0.01%
+36
316
$17K 0.01%
+255
317
$16K 0.01%
+76
318
$16K 0.01%
+437
319
$16K 0.01%
+315
320
$16K 0.01%
+466
321
$16K 0.01%
+246
322
$16K 0.01%
+132
323
$16K 0.01%
+852
324
$15K 0.01%
+161
325
$15K 0.01%
+400
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