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
501
$2.28K ﹤0.01%
31
502
$2.28K ﹤0.01%
36
503
$2.25K ﹤0.01%
+10
504
$2.23K ﹤0.01%
20
505
$2.21K ﹤0.01%
34
506
$2.19K ﹤0.01%
191
507
$2.17K ﹤0.01%
100
508
$2.17K ﹤0.01%
200
509
$2.16K ﹤0.01%
52
510
$2.14K ﹤0.01%
84
511
$2.1K ﹤0.01%
+10
512
$2.1K ﹤0.01%
48
513
$2.09K ﹤0.01%
47
514
$2.08K ﹤0.01%
10
515
$2.07K ﹤0.01%
200
516
$2.04K ﹤0.01%
51
517
$1.97K ﹤0.01%
+30
518
$1.97K ﹤0.01%
19
519
$1.95K ﹤0.01%
+32
520
$1.95K ﹤0.01%
+15
521
$1.94K ﹤0.01%
18
522
$1.94K ﹤0.01%
200
523
$1.9K ﹤0.01%
118
524
$1.87K ﹤0.01%
67
+27
525
$1.86K ﹤0.01%
60
+15
19 20
21
22 23