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
351
$12K 0.01%
+251
352
$12K 0.01%
+84
353
$12K 0.01%
+362
354
$12K 0.01%
+92
355
$11K 0.01%
+1,868
356
$11K 0.01%
+382
357
$11K 0.01%
+48
358
$11K 0.01%
+302
359
$11K 0.01%
+200
360
$11K 0.01%
+148
361
$11K 0.01%
+34
362
$11K 0.01%
+2,188
363
$11K 0.01%
+60
364
$11K 0.01%
+126
365
$11K 0.01%
+550
366
$11K 0.01%
+120
367
$11K 0.01%
+461
368
$11K 0.01%
+42
369
$11K 0.01%
+320
370
$11K 0.01%
+32
371
$10K 0.01%
+6,467
372
$10K 0.01%
+109
373
$10K 0.01%
+256
374
$10K 0.01%
+160
375
$10K 0.01%
+1,229
13 14
15
16 17