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
551
$1.29K ﹤0.01%
10
552
$1.28K ﹤0.01%
15
553
$1.27K ﹤0.01%
200
-100
554
$1.27K ﹤0.01%
29
555
$1.26K ﹤0.01%
+10
556
$1.23K ﹤0.01%
38
+5
557
$1.23K ﹤0.01%
41
-183
558
$1.23K ﹤0.01%
+35
559
$1.22K ﹤0.01%
26
-440
560
$1.21K ﹤0.01%
38
-635
561
$1.2K ﹤0.01%
118
+1
562
$1.19K ﹤0.01%
+25
563
$1.19K ﹤0.01%
39
+5
564
$1.18K ﹤0.01%
16
565
$1.17K ﹤0.01%
20
+4
566
$1.16K ﹤0.01%
14
567
$1.15K ﹤0.01%
74
568
$1.12K ﹤0.01%
100
569
$1.12K ﹤0.01%
10
-375
570
$1.11K ﹤0.01%
15
571
$1.1K ﹤0.01%
6
572
$1.09K ﹤0.01%
23
573
$1.09K ﹤0.01%
3
574
$1.07K ﹤0.01%
50
575
$1.05K ﹤0.01%
+500
21 22
23
24 25