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CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
+$11M
2
+$8.52M
3
+$8.4M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.44M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$5.4M

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
501
$2K ﹤0.01%
+11
502
$2K ﹤0.01%
+70
503
$2K ﹤0.01%
+23
504
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+14
505
$2K ﹤0.01%
+60
506
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+41
507
$2K ﹤0.01%
+25
508
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+20
509
$2K ﹤0.01%
+3
510
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+24
511
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512
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513
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514
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515
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+45
516
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517
$2K ﹤0.01%
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518
$2K ﹤0.01%
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519
$2K ﹤0.01%
+41
520
$2K ﹤0.01%
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521
$2K ﹤0.01%
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522
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523
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524
$1K ﹤0.01%
+8
525
$1K ﹤0.01%
+50
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