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
576
$1.04K ﹤0.01%
+21
577
$1.02K ﹤0.01%
40
578
$1.01K ﹤0.01%
100
-1,360
579
$1.01K ﹤0.01%
+20
580
$1K ﹤0.01%
17
+4
581
$961 ﹤0.01%
+6
582
$939 ﹤0.01%
9
583
$920 ﹤0.01%
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584
$913 ﹤0.01%
+30
585
$891 ﹤0.01%
+20
586
$871 ﹤0.01%
7
587
$865 ﹤0.01%
100
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+40
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10
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+50
591
$810 ﹤0.01%
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592
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$737 ﹤0.01%
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596
$725 ﹤0.01%
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$698 ﹤0.01%
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598
$649 ﹤0.01%
7
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$640 ﹤0.01%
+20
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$638 ﹤0.01%
+20
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