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
451
$4K ﹤0.01%
35
452
$4K ﹤0.01%
140
453
$4K ﹤0.01%
300
+200
454
$4K ﹤0.01%
52
455
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28
456
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100
457
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38
458
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200
459
$4K ﹤0.01%
1,215
+212
460
$4K ﹤0.01%
200
461
$3K ﹤0.01%
37
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462
$3K ﹤0.01%
150
463
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50
464
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20
465
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52
466
$3K ﹤0.01%
487
-250
467
$3K ﹤0.01%
30
468
$3K ﹤0.01%
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469
$3K ﹤0.01%
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470
$3K ﹤0.01%
29
471
$3K ﹤0.01%
42
472
$3K ﹤0.01%
48
473
$3K ﹤0.01%
10
474
$3K ﹤0.01%
32
475
$3K ﹤0.01%
102
17 18
19
20 21