CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
326
$13K 0.01%
400
327
$13K 0.01%
414
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328
$13K 0.01%
131
329
$13K 0.01%
108
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$13K 0.01%
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331
$13K 0.01%
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$12K 0.01%
1,410
+910
333
$12K 0.01%
494
-2
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122
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335
$12K 0.01%
322
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336
$12K 0.01%
88
337
$12K 0.01%
459
+375
338
$12K 0.01%
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339
$12K 0.01%
92
340
$12K 0.01%
38
341
$11K 0.01%
29
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342
$11K 0.01%
86
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343
$11K 0.01%
115
344
$11K 0.01%
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345
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$10K 0.01%
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348
$10K 0.01%
6,464
349
$10K 0.01%
169
-11
350
$10K 0.01%
2,040
12 13
14
15 16