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
476
$3K ﹤0.01%
+40
477
$3K ﹤0.01%
+10
478
$3K ﹤0.01%
+73
479
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480
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+31
481
$3K ﹤0.01%
+292
482
$3K ﹤0.01%
+28
483
$3K ﹤0.01%
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484
$3K ﹤0.01%
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485
$3K ﹤0.01%
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486
$3K ﹤0.01%
+10
487
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488
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489
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490
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491
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495
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496
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+100
497
$3K ﹤0.01%
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498
$3K ﹤0.01%
+100
499
$2K ﹤0.01%
+60
500
$2K ﹤0.01%
+106
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