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
651
$156 ﹤0.01%
5
652
$151 ﹤0.01%
1
653
$147 ﹤0.01%
8
-2
654
$136 ﹤0.01%
3
655
$106 ﹤0.01%
41
656
$105 ﹤0.01%
+172
657
$104 ﹤0.01%
5
658
$92 ﹤0.01%
10
659
$91 ﹤0.01%
20
660
$73 ﹤0.01%
10
661
$72 ﹤0.01%
+10
662
$72 ﹤0.01%
11
663
$62 ﹤0.01%
1
664
$58 ﹤0.01%
6
665
$46 ﹤0.01%
3
666
$42 ﹤0.01%
20
667
$7 ﹤0.01%
2
668
$1 ﹤0.01%
1
669
– –
0
670
– –
-2
671
– –
-20
672
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0
673
– –
-10
674
– –
-50
675
– –
-100
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