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
$133M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.36M
3
+$1.43M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.06M

Top Sells

1
+$2.28M
2
+$1.91M
3
+$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
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
+75
328
$13K 0.01%
131
329
$13K 0.01%
108
330
$13K 0.01%
35
331
$13K 0.01%
200
332
$12K 0.01%
122
+1
333
$12K 0.01%
459
+375
334
$12K 0.01%
105
335
$12K 0.01%
92
336
$12K 0.01%
1,410
+910
337
$12K 0.01%
494
-2
338
$12K 0.01%
322
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339
$12K 0.01%
88
340
$12K 0.01%
38
341
$11K 0.01%
115
342
$11K 0.01%
29
-20
343
$11K 0.01%
86
-61
344
$11K 0.01%
658
345
$11K 0.01%
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346
$10K 0.01%
169
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347
$10K 0.01%
2,040
348
$10K 0.01%
260
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349
$10K 0.01%
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350
$10K 0.01%
6,464
12 13
14
15 16