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
326
$15K 0.01%
+66
327
$15K 0.01%
+102
328
$15K 0.01%
+600
329
$15K 0.01%
+74
330
$15K 0.01%
+94
331
$15K 0.01%
+618
332
$14K 0.01%
+256
333
$14K 0.01%
+358
334
$14K 0.01%
+242
335
$14K 0.01%
+339
336
$14K 0.01%
+36
337
$14K 0.01%
+287
338
$14K 0.01%
+93
339
$14K 0.01%
+630
340
$13K 0.01%
+42
341
$13K 0.01%
+504
342
$13K 0.01%
+314
343
$13K 0.01%
+75
344
$13K 0.01%
+274
345
$13K 0.01%
+181
346
$13K 0.01%
+100
347
$12K 0.01%
+271
348
$12K 0.01%
+48
349
$12K 0.01%
+375
350
$12K 0.01%
+1,206
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