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
426
$5K ﹤0.01%
160
+2
427
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94
428
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23
429
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40
+30
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722
+22
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192
432
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433
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45
434
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94
435
$4K ﹤0.01%
54
436
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81
437
$4K ﹤0.01%
250
438
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123
+1
439
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35
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140
441
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200
442
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1,215
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443
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201
-4
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+174
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50
446
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75
447
$4K ﹤0.01%
88
448
$4K ﹤0.01%
163
449
$4K ﹤0.01%
80
-800
450
$4K ﹤0.01%
85
+6
16 17
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19 20