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
$133M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$2.36M
3
+$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.06M

Top Sells

1
+$2.28M
2
+$1.91M
3
+$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
3 Financials 4.01%
4 Industrials 3.41%
5 Consumer Staples 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
20
527
$1K ﹤0.01%
10
-34
528
$1K ﹤0.01%
13
529
$1K ﹤0.01%
15
-14
530
$1K ﹤0.01%
113
+1
531
$1K ﹤0.01%
143
532
$1K ﹤0.01%
9
533
$1K ﹤0.01%
10
534
$1K ﹤0.01%
20
535
$1K ﹤0.01%
10
536
$1K ﹤0.01%
+30
537
$1K ﹤0.01%
7
538
$1K ﹤0.01%
3
-5
539
$1K ﹤0.01%
100
540
$1K ﹤0.01%
+10
541
$1K ﹤0.01%
+25
542
$1K ﹤0.01%
1
543
$1K ﹤0.01%
+10
544
$1K ﹤0.01%
+100
545
$1K ﹤0.01%
+67
546
$1K ﹤0.01%
30
547
$1K ﹤0.01%
75
548
$1K ﹤0.01%
23
549
$1K ﹤0.01%
27
550
$1K ﹤0.01%
75
20 21
22
23 24