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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$8.86M
3
+$8.41M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.48M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.42M

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%
+200
427
$6K ﹤0.01%
+307
428
$6K ﹤0.01%
+860
429
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430
$6K ﹤0.01%
+1,100
431
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+114
432
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+323
433
$6K ﹤0.01%
+320
434
$6K ﹤0.01%
+161
435
$6K ﹤0.01%
+100
436
$5K ﹤0.01%
+100
437
$5K ﹤0.01%
+244
438
$5K ﹤0.01%
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439
$5K ﹤0.01%
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440
$5K ﹤0.01%
+5
441
$5K ﹤0.01%
+10
442
$5K ﹤0.01%
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443
$5K ﹤0.01%
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444
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+120
445
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+118
446
$5K ﹤0.01%
+200
447
$5K ﹤0.01%
+50
448
$5K ﹤0.01%
+327
449
$5K ﹤0.01%
+133
450
$5K ﹤0.01%
+759
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