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
451
$3.92K ﹤0.01%
88
452
$3.88K ﹤0.01%
67
453
$3.87K ﹤0.01%
200
454
$3.87K ﹤0.01%
28
455
$3.83K ﹤0.01%
70
-79
456
$3.79K ﹤0.01%
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457
$3.72K ﹤0.01%
126
+1
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$3.72K ﹤0.01%
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459
$3.62K ﹤0.01%
45
460
$3.58K ﹤0.01%
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461
$3.54K ﹤0.01%
235
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$3.53K ﹤0.01%
150
463
$3.53K ﹤0.01%
52
-10
464
$3.52K ﹤0.01%
10
465
$3.47K ﹤0.01%
80
-61
466
$3.39K ﹤0.01%
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467
$3.36K ﹤0.01%
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+3
468
$3.36K ﹤0.01%
100
469
$3.31K ﹤0.01%
49
-70
470
$3.27K ﹤0.01%
54
471
$3.24K ﹤0.01%
162
472
$3.24K ﹤0.01%
104
-30
473
$3.21K ﹤0.01%
152
474
$3.2K ﹤0.01%
158
475
$3.2K ﹤0.01%
53
17 18
19
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