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
$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
26
$903K 0.68%
8,020
+99
27
$831K 0.62%
10,796
+384
28
$825K 0.62%
11,530
-11,604
29
$820K 0.61%
1,906
+74
30
$806K 0.6%
5,108
+229
31
$785K 0.59%
3,455
+144
32
$718K 0.54%
6,879
+304
33
$708K 0.53%
5,540
+275
34
$707K 0.53%
17,451
+555
35
$687K 0.51%
2,782
+100
36
$685K 0.51%
1,429
+1
37
$673K 0.5%
1,774
-94
38
$666K 0.5%
3,997
+174
39
$652K 0.49%
12,443
+266
40
$649K 0.49%
+19,072
41
$622K 0.47%
14,598
+619
42
$606K 0.45%
9,780
-2,642
43
$605K 0.45%
3,956
+157
44
$603K 0.45%
11,983
-4,525
45
$585K 0.44%
34,323
+1,888
46
$554K 0.42%
6,076
+252
47
$547K 0.41%
14,621
+725
48
$546K 0.41%
3,796
+126
49
$510K 0.38%
14,755
+808
50
$501K 0.38%
24,305
+2,428
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