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
476
$3.11K ﹤0.01%
+61
477
$3.09K ﹤0.01%
49
478
$3.05K ﹤0.01%
260
479
$3.03K ﹤0.01%
38
+1
480
$3.01K ﹤0.01%
42
481
$2.98K ﹤0.01%
23
+1
482
$2.96K ﹤0.01%
85
483
$2.93K ﹤0.01%
250
484
$2.91K ﹤0.01%
+30
485
$2.91K ﹤0.01%
15
486
$2.86K ﹤0.01%
144
487
$2.84K ﹤0.01%
53
488
$2.73K ﹤0.01%
100
+75
489
$2.7K ﹤0.01%
+72
490
$2.69K ﹤0.01%
42
491
$2.64K ﹤0.01%
57
492
$2.52K ﹤0.01%
29
493
$2.49K ﹤0.01%
20
494
$2.46K ﹤0.01%
466
495
$2.44K ﹤0.01%
+28
496
$2.43K ﹤0.01%
58
+15
497
$2.35K ﹤0.01%
37
498
$2.33K ﹤0.01%
25
499
$2.32K ﹤0.01%
+60
500
$2.31K ﹤0.01%
20
18 19
20
21 22