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
26
$1.32M 0.88%
+23,410
27
$1.29M 0.87%
+41,193
28
$1.2M 0.81%
+3,185
29
$1.18M 0.79%
+7,260
30
$1.11M 0.75%
+13,339
31
$1.11M 0.74%
+20,511
32
$1.05M 0.7%
+12,423
33
$1.03M 0.69%
+22,764
34
$1.02M 0.69%
+2,729
35
$979K 0.66%
+8,808
36
$960K 0.64%
+6,102
37
$934K 0.63%
+30,805
38
$928K 0.62%
+19,308
39
$823K 0.55%
+3,461
40
$817K 0.55%
+6,433
41
$812K 0.55%
+8,110
42
$802K 0.54%
+16,104
43
$745K 0.5%
+3,472
44
$714K 0.48%
+14,338
45
$699K 0.47%
+7,699
46
$662K 0.44%
+6,049
47
$662K 0.44%
+22,750
48
$648K 0.44%
+5,525
49
$622K 0.42%
+9,222
50
$606K 0.41%
+9,841
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