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
$133M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$2.52M
3
+$1.5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.15M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.13M

Top Sells

1
+$2.48M
2
+$2M
3
+$1.83M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.62M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.47M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.5%
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
401
$7K 0.01%
169
-537
402
$7K 0.01%
33
403
$7K 0.01%
146
404
$7K 0.01%
90
-190
405
$7K 0.01%
207
+24
406
$7K 0.01%
87
+1
407
$6K ﹤0.01%
103
+1
408
$6K ﹤0.01%
484
+155
409
$6K ﹤0.01%
311
+23
410
$6K ﹤0.01%
125
411
$6K ﹤0.01%
339
+1
412
$6K ﹤0.01%
320
413
$6K ﹤0.01%
46
414
$6K ﹤0.01%
200
415
$6K ﹤0.01%
176
-1,181
416
$6K ﹤0.01%
164
-420
417
$6K ﹤0.01%
350
-312
418
$6K ﹤0.01%
164
419
$5K ﹤0.01%
19
420
$5K ﹤0.01%
114
421
$5K ﹤0.01%
76
-5
422
$5K ﹤0.01%
211
-191
423
$5K ﹤0.01%
170
424
$5K ﹤0.01%
1,020
425
$5K ﹤0.01%
302
15 16
17
18 19