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CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
+$11M
2
+$8.52M
3
+$8.4M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.44M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.4M

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
$10K 0.01%
+157
380
$9K 0.01%
+543
381
$9K 0.01%
+115
382
$9K 0.01%
+106
383
$9K 0.01%
+156
384
$9K 0.01%
+146
385
$9K 0.01%
+100
386
$9K 0.01%
+178
387
$9K 0.01%
+100
388
$9K 0.01%
+405
389
$9K 0.01%
+82
390
$9K 0.01%
+133
391
$9K 0.01%
+110
392
$9K 0.01%
+65
393
$8K 0.01%
+30
394
$8K 0.01%
+106
395
$8K 0.01%
+76
396
$8K 0.01%
+265
397
$8K 0.01%
+337
398
$8K 0.01%
+71
399
$8K 0.01%
+120
400
$8K 0.01%
+505
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