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
626
$368 ﹤0.01%
10
627
$365 ﹤0.01%
+20
628
$357 ﹤0.01%
12
629
$350 ﹤0.01%
5
630
$342 ﹤0.01%
+10
631
$340 ﹤0.01%
3
632
$308 ﹤0.01%
50
633
$304 ﹤0.01%
20
634
$278 ﹤0.01%
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635
$277 ﹤0.01%
10
636
$275 ﹤0.01%
3
637
$262 ﹤0.01%
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638
$246 ﹤0.01%
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$239 ﹤0.01%
2
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+4
643
$212 ﹤0.01%
4
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$209 ﹤0.01%
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647
$193 ﹤0.01%
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$190 ﹤0.01%
50
649
$185 ﹤0.01%
5
650
$162 ﹤0.01%
10
24 25
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27 28