CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
426
$6K ﹤0.01%
+219
427
$6K ﹤0.01%
+307
428
$6K ﹤0.01%
+860
429
$6K ﹤0.01%
+144
430
$6K ﹤0.01%
+1,100
431
$6K ﹤0.01%
+114
432
$6K ﹤0.01%
+323
433
$6K ﹤0.01%
+320
434
$6K ﹤0.01%
+161
435
$6K ﹤0.01%
+200
436
$5K ﹤0.01%
+50
437
$5K ﹤0.01%
+327
438
$5K ﹤0.01%
+133
439
$5K ﹤0.01%
+759
440
$5K ﹤0.01%
+67
441
$5K ﹤0.01%
+151
442
$5K ﹤0.01%
+613
443
$5K ﹤0.01%
+105
444
$5K ﹤0.01%
+625
445
$5K ﹤0.01%
+100
446
$5K ﹤0.01%
+244
447
$5K ﹤0.01%
+104
448
$5K ﹤0.01%
+65
449
$5K ﹤0.01%
+5
450
$5K ﹤0.01%
+10
16 17
18
19 20