CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.23%
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
+$11M
2
+$2.52M
3
+$1.5M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.15M
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.13M

Top Sells

1
+$2.48M
2
+$2M
3
+$1.83M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.62M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.47M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.5%
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
551
$1K ﹤0.01%
75
552
$1K ﹤0.01%
75
+25
553
$1K ﹤0.01%
+50
554
$1K ﹤0.01%
9
555
$1K ﹤0.01%
100
556
$1K ﹤0.01%
5
557
$1K ﹤0.01%
45
558
$1K ﹤0.01%
100
559
$1K ﹤0.01%
+12
560
$1K ﹤0.01%
+8
561
$1K ﹤0.01%
40
-800
562
$1K ﹤0.01%
34
563
$1K ﹤0.01%
6
564
$1K ﹤0.01%
46
565
$1K ﹤0.01%
3
566
$1K ﹤0.01%
47
567
$1K ﹤0.01%
10
568
$1K ﹤0.01%
10
569
$1K ﹤0.01%
50
-50
570
$1K ﹤0.01%
286
+143
571
$1K ﹤0.01%
400
572
$1K ﹤0.01%
11
573
$1K ﹤0.01%
15
574
– –
-50
575
– –
-7
21 22
23
24 25