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

Top Buys

1
+$10.3M
2
+$2.36M
3
+$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.06M

Top Sells

1
+$2.28M
2
+$1.91M
3
+$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
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%
114
427
$5K ﹤0.01%
76
-5
428
$5K ﹤0.01%
211
-191
429
$5K ﹤0.01%
722
+22
430
$5K ﹤0.01%
192
431
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219
432
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45
433
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94
434
$5K ﹤0.01%
170
435
$4K ﹤0.01%
201
-4
436
$4K ﹤0.01%
+174
437
$4K ﹤0.01%
50
438
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75
439
$4K ﹤0.01%
88
440
$4K ﹤0.01%
163
441
$4K ﹤0.01%
54
442
$4K ﹤0.01%
81
443
$4K ﹤0.01%
250
444
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123
+1
445
$4K ﹤0.01%
80
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446
$4K ﹤0.01%
85
+6
447
$4K ﹤0.01%
1,075
448
$4K ﹤0.01%
60
+50
449
$4K ﹤0.01%
216
450
$4K ﹤0.01%
32
16 17
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