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
451
$5K ﹤0.01%
+65
452
$5K ﹤0.01%
+120
453
$5K ﹤0.01%
+118
454
$5K ﹤0.01%
+200
455
$4K ﹤0.01%
+89
456
$4K ﹤0.01%
+20
457
$4K ﹤0.01%
+53
458
$4K ﹤0.01%
+3
459
$4K ﹤0.01%
+62
460
$4K ﹤0.01%
+20
461
$4K ﹤0.01%
+110
462
$4K ﹤0.01%
+400
463
$4K ﹤0.01%
+15
464
$4K ﹤0.01%
+21
465
$4K ﹤0.01%
+47
466
$4K ﹤0.01%
+400
467
$4K ﹤0.01%
+50
468
$4K ﹤0.01%
+111
469
$4K ﹤0.01%
+34
470
$4K ﹤0.01%
+52
471
$4K ﹤0.01%
+158
472
$4K ﹤0.01%
+100
473
$4K ﹤0.01%
+120
474
$3K ﹤0.01%
+40
475
$3K ﹤0.01%
+500
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