CWA

Clearview Wealth Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 14.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
+$2.35M
2
+$2.26M
3
+$2.25M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.7M
5
EPAM icon
EPAM Systems
EPAM
+$956K

Top Sells

1
+$8.9M
2
+$7.14M
3
+$4.97M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$3.15M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.71M

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
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