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
576
– –
-120
577
$0 ﹤0.01%
3
578
– –
-30
579
$0 ﹤0.01%
2
580
$0 ﹤0.01%
3
581
$0 ﹤0.01%
5
582
$0 ﹤0.01%
1
583
$0 ﹤0.01%
1
584
$0 ﹤0.01%
10
585
$0 ﹤0.01%
17
586
$0 ﹤0.01%
10
587
$0 ﹤0.01%
20
588
$0 ﹤0.01%
2
589
$0 ﹤0.01%
11
590
$0 ﹤0.01%
100
591
$0 ﹤0.01%
10
-30
592
$0 ﹤0.01%
5
593
$0 ﹤0.01%
13
594
– –
-280
595
– –
-70
596
$0 ﹤0.01%
4
-29
597
– –
-26
598
– –
-16
599
$0 ﹤0.01%
8
600
$0 ﹤0.01%
10
22 23
24
25 26