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
26
$866K 0.88%
+3,894
27
$848K 0.86%
+10,055
28
$846K 0.86%
+2,659
29
$796K 0.81%
+10,896
30
$778K 0.79%
+10,623
31
$776K 0.79%
5,025
-2,128
32
$768K 0.78%
4,817
-1,833
33
$764K 0.77%
5,863
-2,253
34
$751K 0.76%
+12,778
35
$748K 0.76%
+9,953
36
$743K 0.75%
+17,552
37
$742K 0.75%
+34,275
38
$732K 0.74%
+2,057
39
$729K 0.74%
+5,737
40
$727K 0.74%
1,768
+3
41
$717K 0.73%
1,552
+1,508
42
$697K 0.71%
+29,067
43
$689K 0.7%
4,442
-1,003
44
$683K 0.69%
13,038
+13,024
45
$663K 0.67%
23,184
-10,307
46
$616K 0.62%
12,619
+12,552
47
$596K 0.6%
18,551
+17,811
48
$589K 0.6%
1,185
-85
49
$589K 0.6%
+6,936
50
$579K 0.59%
3,174
-915
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