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
$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
651
$0 ﹤0.01%
3
652
$0 ﹤0.01%
+1
653
– –
0
654
– –
-200
655
$0 ﹤0.01%
20
656
$0 ﹤0.01%
3
657
– –
-100
658
$0 ﹤0.01%
11
659
– –
0
660
$0 ﹤0.01%
+40
661
– –
-25
662
$0 ﹤0.01%
20
663
$0 ﹤0.01%
+5
664
– –
-160
665
$0 ﹤0.01%
+50
666
– –
-2
667
$0 ﹤0.01%
57
668
– –
-300
669
$0 ﹤0.01%
500
-500
670
– –
-70
671
– –
-4,712
672
$0 ﹤0.01%
12
+1
673
$0 ﹤0.01%
+10
23 24 25 26
27