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
426
$5.01K 0.01%
51
427
$4.95K 0.01%
608
428
$4.95K 0.01%
152
-50
429
$4.83K ﹤0.01%
185
430
$4.81K ﹤0.01%
89
+3
431
$4.8K ﹤0.01%
122
-115
432
$4.78K ﹤0.01%
45
433
$4.76K ﹤0.01%
116
434
$4.76K ﹤0.01%
53
+21
435
$4.72K ﹤0.01%
236
436
$4.71K ﹤0.01%
150
437
$4.7K ﹤0.01%
411
438
$4.61K ﹤0.01%
484
439
$4.57K ﹤0.01%
54
440
$4.56K ﹤0.01%
52
441
$4.55K ﹤0.01%
35
442
$4.49K ﹤0.01%
807
+32
443
$4.32K ﹤0.01%
90
-50
444
$4.29K ﹤0.01%
82
445
$4.16K ﹤0.01%
20
+1
446
$4.11K ﹤0.01%
75
447
$4.07K ﹤0.01%
145
+6
448
$4.06K ﹤0.01%
135
449
$4.04K ﹤0.01%
300
-1,181
450
$4K ﹤0.01%
150
16 17
18
19 20