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
326
$13K 0.01%
685
327
$12.7K 0.01%
213
-100
328
$12.7K 0.01%
91
+1
329
$12.6K 0.01%
106
330
$12.6K 0.01%
263
-235
331
$12.4K 0.01%
339
-15
332
$12.3K 0.01%
125
-50
333
$12.2K 0.01%
2,276
334
$12.2K 0.01%
343
335
$12.2K 0.01%
+223
336
$12.1K 0.01%
+2,186
337
$11.9K 0.01%
349
+1
338
$11.8K 0.01%
+152
339
$11.8K 0.01%
59
+2
340
$11.6K 0.01%
+184
341
$11.5K 0.01%
253
+1
342
$11.4K 0.01%
+697
343
$11.3K 0.01%
101
-10
344
$11.2K 0.01%
+260
345
$11.2K 0.01%
+94
346
$11.1K 0.01%
6,464
347
$11.1K 0.01%
+262
348
$11.1K 0.01%
32
-10
349
$11.1K 0.01%
+78
350
$11K 0.01%
+308
12 13
14
15 16