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
301
$16K 0.02%
70
+1
302
$15.8K 0.02%
50
303
$15.7K 0.02%
150
304
$15.7K 0.02%
35
305
$15.5K 0.02%
277
+1
306
$15.4K 0.02%
325
307
$15.4K 0.02%
506
+4
308
$15.4K 0.02%
1,340
-850
309
$15.1K 0.02%
106
310
$15.1K 0.02%
100
311
$14.9K 0.02%
60
+1
312
$14.7K 0.01%
6
313
$14.7K 0.01%
626
-36
314
$14.5K 0.01%
332
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315
$14.4K 0.01%
444
316
$14.1K 0.01%
293
+1
317
$14K 0.01%
608
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318
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$13.7K 0.01%
191
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$13.7K 0.01%
165
321
$13.7K 0.01%
250
322
$13.4K 0.01%
108
323
$13.3K 0.01%
92
-10
324
$13.1K 0.01%
187
325
$13K 0.01%
110
+10
11 12
13
14 15