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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
551
$1K ﹤0.01%
+40
552
$1K ﹤0.01%
+13
553
$1K ﹤0.01%
+1
554
$1K ﹤0.01%
+30
555
$1K ﹤0.01%
+23
556
$1K ﹤0.01%
+40
557
$1K ﹤0.01%
+3
558
$1K ﹤0.01%
+18
559
$1K ﹤0.01%
+140
560
$1K ﹤0.01%
+300
561
$1K ﹤0.01%
+100
562
$1K ﹤0.01%
+140
563
$0 ﹤0.01%
+10
564
$0 ﹤0.01%
+20
565
$0 ﹤0.01%
+26
566
$0 ﹤0.01%
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567
$0 ﹤0.01%
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568
$0 ﹤0.01%
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569
$0 ﹤0.01%
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570
$0 ﹤0.01%
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571
$0 ﹤0.01%
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572
$0 ﹤0.01%
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573
$0 ﹤0.01%
+3
574
$0 ﹤0.01%
+3
575
$0 ﹤0.01%
+28
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