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
401
$6.76K 0.01%
165
402
$6.76K 0.01%
539
+9
403
$6.57K 0.01%
361
404
$6.53K 0.01%
300
+100
405
$6.45K 0.01%
58
+1
406
$6.39K 0.01%
160
+1
407
$6.18K 0.01%
164
+1
408
$6.07K 0.01%
19
409
$6.05K 0.01%
532
+6
410
$6K 0.01%
164
411
$5.69K 0.01%
56
+2
412
$5.65K 0.01%
50
+20
413
$5.61K 0.01%
673
414
$5.61K 0.01%
83
415
$5.6K 0.01%
109
+1
416
$5.59K 0.01%
188
+1
417
$5.57K 0.01%
299
-19
418
$5.54K 0.01%
46
419
$5.49K 0.01%
40
420
$5.33K 0.01%
32
421
$5.32K 0.01%
22
422
$5.24K 0.01%
150
+50
423
$5.2K 0.01%
23
424
$5.15K 0.01%
49
425
$5.02K 0.01%
38
15 16
17
18 19