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
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
376
$8K 0.01%
461
+4
377
$8K 0.01%
109
378
$8K 0.01%
138
+5
379
$8K 0.01%
175
+2
380
$8K 0.01%
126
-326
381
$8K 0.01%
93
-572
382
$8K 0.01%
117
-468
383
$8K 0.01%
126
384
$8K 0.01%
137
+3
385
$8K 0.01%
380
+5
386
$8K 0.01%
45
387
$8K 0.01%
110
388
$8K 0.01%
480
+2
389
$8K 0.01%
+235
390
$8K 0.01%
55
391
$7K 0.01%
90
-190
392
$7K 0.01%
207
+24
393
$7K 0.01%
87
+1
394
$7K 0.01%
180
+27
395
$7K 0.01%
65
396
$7K 0.01%
59
397
$7K 0.01%
235
398
$7K 0.01%
216
-5
399
$7K 0.01%
40
+20
400
$7K 0.01%
103
14 15
16
17 18