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
376
$10K 0.01%
+400
377
$10K 0.01%
+450
378
$10K 0.01%
+150
379
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+157
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381
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+543
382
$9K 0.01%
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383
$9K 0.01%
+100
384
$9K 0.01%
+405
385
$9K 0.01%
+82
386
$9K 0.01%
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387
$9K 0.01%
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388
$9K 0.01%
+156
389
$9K 0.01%
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390
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+100
391
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392
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393
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394
$8K 0.01%
+30
395
$8K 0.01%
+106
396
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397
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+505
398
$8K 0.01%
+45
399
$8K 0.01%
+95
400
$8K 0.01%
+200
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