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
376
$9.52K 0.01%
+116
377
$9.49K 0.01%
104
+1
378
$9.41K 0.01%
150
379
$9.26K 0.01%
453
380
$9.01K 0.01%
177
+1
381
$8.76K 0.01%
94
+1
382
$8.67K 0.01%
118
383
$8.66K 0.01%
473
+4
384
$8.62K 0.01%
402
+391
385
$8.56K 0.01%
566
-631
386
$8.55K 0.01%
128
387
$8.48K 0.01%
22
388
$8.43K 0.01%
33
389
$8.36K 0.01%
147
390
$8.32K 0.01%
77
+2
391
$8.16K 0.01%
59
392
$8.15K 0.01%
+9,162
393
$8.11K 0.01%
110
394
$7.88K 0.01%
65
395
$7.62K 0.01%
17
396
$7.38K 0.01%
297
-150
397
$7.31K 0.01%
66
398
$7.17K 0.01%
342
+1
399
$7.06K 0.01%
88
400
$6.92K 0.01%
125
14 15
16
17 18