CWA

Clearview Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 11.36%
This Quarter Est. Return
1 Year Est. Return
+11.36%
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
+$10.3M
2
+$2.36M
3
+$1.43M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.06M

Top Sells

1
+$2.28M
2
+$1.91M
3
+$1.67M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.6M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.36M

Sector Composition

1 Healthcare 4.78%
2 Technology 4.51%
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
601
$0 ﹤0.01%
19
602
$0 ﹤0.01%
3
603
$0 ﹤0.01%
10
604
– –
-50
605
$0 ﹤0.01%
+2
606
$0 ﹤0.01%
20
607
– –
-6
608
– –
-3,000
609
$0 ﹤0.01%
6
-11
610
$0 ﹤0.01%
25
-75
611
– –
-20
612
$0 ﹤0.01%
12
613
– –
-300
614
– –
-7
615
– –
-120
616
$0 ﹤0.01%
29
617
– –
-30
618
$0 ﹤0.01%
2
619
$0 ﹤0.01%
3
620
$0 ﹤0.01%
5
621
$0 ﹤0.01%
1
622
$0 ﹤0.01%
1
623
$0 ﹤0.01%
10
624
$0 ﹤0.01%
17
625
$0 ﹤0.01%
10
23 24
25
26 27